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 7-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 | $7,565 | $53,777-85.9% | $134,143-94.4% | $79,858-90.5% |
| Participation rate | 29.8% | 58.8%-28.9pp | 72.2%-42.3pp | 69.6%-39.8pp |
| Annual return | 10.72% | 19.01%-8.3pp | 36.33%-25.6pp | 31.71%-21.0pp |
| Employer contribution / active EE | $479 | $1,321-63.8% | $3,704-87.1% | $2,471-80.6% |
| Participant deferral / active EE | $672 | $2,420-72.2% | $3,499-80.8% | $3,740-82.0% |
| Admin fee / account holder | $175 | $3,984-95.6% | $6,684-97.4% | $5,306-96.7% |