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 | $6,610 | $91,190-92.8% | $178,490-96.3% | $79,858-91.7% |
| Participation rate | 60.7% | 69.2%-8.5pp | 81.9%-21.2pp | 69.6%-8.9pp |
| Annual return | 15.88% | 24.19%-8.3pp | 151.07%-135.2pp | 31.71%-15.8pp |
| Employer contribution / active EE | $538 | $3,256-83.5% | $5,011-89.3% | $2,471-78.2% |
| Participant deferral / active EE | $560 | $3,236-82.7% | $5,202-89.2% | $3,740-85.0% |
| Admin fee / account holder | $98 | $6,751-98.6% | $13,984-99.3% | $5,306-98.2% |