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 3-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 | $3,614 | $80,717-95.5% | $154,803-97.7% | $84,808-95.7% |
| Participation rate | 68.4% | 66.8%+1.6pp | 78.1%-9.6pp | 68.3%+0.1pp |
| Annual return | 20.62% | 37.96%-17.3pp | 58.88%-38.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $510 | $2,761-81.5% | $4,305-88.1% | $2,631-80.6% |
| Participant deferral / active EE | $563 | $3,303-83.0% | $5,540-89.8% | $4,212-86.6% |
| Admin fee / account holder | $19 | $6,746-99.7% | $14,329-99.9% | $7,344-99.7% |