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 | $9,794 | $48,076-79.6% | $78,689-87.6% | $62,891-84.4% |
| Participation rate | 37.1% | 65.2%-28.1pp | 73.6%-36.4pp | 69.3%-32.2pp |
| Annual return | 5.69% | 31.35%-25.7pp | 62.18%-56.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $319 | $2,015-84.2% | $2,851-88.8% | $2,281-86.0% |
| Participant deferral / active EE | $613 | $2,588-76.3% | $3,517-82.6% | $3,203-80.9% |
| Admin fee / account holder | $207 | $3,207-93.5% | $4,510-95.4% | $4,296-95.2% |