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 | $5,884 | $63,346-90.7% | $92,233-93.6% | $70,131-91.6% |
| Participation rate | 63.6% | 68.7%-5.0pp | 76.5%-12.8pp | 69.5%-5.9pp |
| Annual return | 12.45% | 530.12%-517.7pp | 176.28%-163.8pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,022 | $2,471-58.6% | $3,679-72.2% | $2,342-56.4% |
| Participant deferral / active EE | $715 | $2,854-74.9% | $3,897-81.6% | $3,332-78.5% |
| Admin fee / account holder | $75 | $3,840-98.0% | $5,194-98.6% | $4,645-98.4% |