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 6-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 | $10,747 | $72,277-85.1% | $101,248-89.4% | $79,858-86.5% |
| Participation rate | 62.8% | 68.5%-5.7pp | 75.8%-13.0pp | 69.6%-6.8pp |
| Annual return | 17.97% | 22.30%-4.3pp | 46.47%-28.5pp | 31.71%-13.7pp |
| Employer contribution / active EE | $700 | $2,692-74.0% | $3,660-80.9% | $2,471-71.7% |
| Participant deferral / active EE | $1,203 | $3,282-63.3% | $4,370-72.5% | $3,740-67.8% |
| Admin fee / account holder | $120 | $4,400-97.3% | $5,945-98.0% | $5,306-97.7% |