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 | $7,592 | $76,552-90.1% | $123,892-93.9% | $62,891-87.9% |
| Participation rate | 41.5% | 73.0%-31.4pp | 81.4%-39.9pp | 69.3%-27.8pp |
| Annual return | 7.02% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $686 | $2,883-76.2% | $4,617-85.1% | $2,281-69.9% |
| Participant deferral / active EE | $933 | $4,840-80.7% | $5,984-84.4% | $3,203-70.9% |
| Admin fee / account holder | $97 | $4,826-98.0% | $8,357-98.8% | $4,296-97.7% |