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 8-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 | $8,745 | $55,706-84.3% | $75,886-88.5% | $72,985-88.0% |
| Participation rate | 30.0% | 61.1%-31.1pp | 69.3%-39.3pp | 69.5%-39.5pp |
| Annual return | 21.67% | 27.59%-5.9pp | 30.76%-9.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $344 | $1,687-79.6% | $2,500-86.2% | $2,440-85.9% |
| Participant deferral / active EE | $770 | $2,634-70.8% | $3,603-78.6% | $3,607-78.6% |
| Admin fee / account holder | $43 | $3,978-98.9% | $5,418-99.2% | $5,124-99.2% |