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 | $11,014 | $72,277-84.8% | $101,248-89.1% | $79,858-86.2% |
| Participation rate | 36.7% | 68.5%-31.8pp | 75.8%-39.1pp | 69.6%-33.0pp |
| Annual return | 27.62% | 22.30%+5.3pp | 46.47%-18.9pp | 31.71%-4.1pp |
| Employer contribution / active EE | $806 | $2,692-70.1% | $3,660-78.0% | $2,471-67.4% |
| Participant deferral / active EE | $1,338 | $3,282-59.2% | $4,370-69.4% | $3,740-64.2% |
| Admin fee / account holder | $73 | $4,400-98.3% | $5,945-98.8% | $5,306-98.6% |