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 | $6,395 | $65,685-90.3% | $57,179-88.8% | $273,961-97.7% |
| Participation rate | 42.1% | 78.3%-36.2pp | 75.3%-33.2pp | 83.0%-40.9pp |
| Annual return | 5.62% | 21.99%-16.4pp | 14.59%-9.0pp | 41.45%-35.8pp |
| Employer contribution / active EE | $416 | $3,279-87.3% | $2,682-84.5% | $4,869-91.4% |
| Participant deferral / active EE | $463 | $3,782-87.7% | $3,096-85.0% | $5,287-91.2% |
| Admin fee / account holder | $89 | $4,835-98.2% | $3,139-97.2% | $10,132-99.1% |