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 | $17,642 | $71,057-75.2% | $93,654-81.2% | $80,874-78.2% |
| Participation rate | 37.9% | 60.4%-22.5pp | 68.7%-30.8pp | 67.6%-29.7pp |
| Annual return | 10.56% | 11.26%-0.7pp | 133.34%-122.8pp | 35.62%-25.1pp |
| Employer contribution / active EE | $524 | $1,564-66.5% | $2,421-78.3% | $2,756-81.0% |
| Participant deferral / active EE | $687 | $4,034-83.0% | $4,413-84.4% | $4,297-84.0% |
| Admin fee / account holder | $104 | $6,944-98.5% | $8,282-98.7% | $6,935-98.5% |