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 | $11,092 | $43,723-74.6% | $121,196-90.8% | $64,186-82.7% |
| Participation rate | 25.9% | 58.3%-32.4pp | 71.7%-45.8pp | 69.6%-43.6pp |
| Annual return | 5.81% | 68.91%-63.1pp | 16.93%-11.1pp | 7.63%-1.8pp |
| Employer contribution / active EE | $606 | $1,296-53.3% | $4,022-84.9% | $2,381-74.5% |
| Participant deferral / active EE | $714 | $2,280-68.7% | $3,344-78.6% | $3,470-79.4% |
| Admin fee / account holder | $97 | $3,501-97.2% | $5,019-98.1% | $4,888-98.0% |