See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,259 | $64,348-84.1% | $90,160-88.6% | $70,131-85.4% |
| Participation rate | 36.2% | 70.4%-34.3pp | 76.9%-40.7pp | 69.5%-33.4pp |
| Annual return | 14.48% | 28.13%-13.7pp | 34.88%-20.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $527 | $2,046-74.2% | $3,318-84.1% | $2,342-77.5% |
| Participant deferral / active EE | $1 | $4,389-100.0% | $5,288-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2 | $3,944-99.9% | $5,943-100.0% | $4,645-99.9% |