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 | $9,105 | $76,552-88.1% | $123,892-92.7% | $62,891-85.5% |
| Participation rate | 60.3% | 73.0%-12.6pp | 81.4%-21.1pp | 69.3%-9.0pp |
| Annual return | 9.60% | 18.68%-9.1pp | 47.52%-37.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $620 | $2,883-78.5% | $4,617-86.6% | $2,281-72.8% |
| Participant deferral / active EE | $1,202 | $4,840-75.2% | $5,984-79.9% | $3,203-62.5% |
| Admin fee / account holder | $152 | $4,826-96.9% | $8,357-98.2% | $4,296-96.5% |