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 | $6,034 | $76,552-92.1% | $123,892-95.1% | $62,891-90.4% |
| Participation rate | 34.6% | 73.0%-38.4pp | 81.4%-46.8pp | 69.3%-34.7pp |
| Annual return | 9.44% | 18.68%-9.2pp | 47.52%-38.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $503 | $2,883-82.6% | $4,617-89.1% | $2,281-78.0% |
| Participant deferral / active EE | $521 | $4,840-89.2% | $5,984-91.3% | $3,203-83.7% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |