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 | $9,505 | $51,736-81.6% | $120,225-92.1% | $67,986-86.0% |
| Participation rate | 47.1% | 46.1%+1.0pp | 69.6%-22.5pp | 57.2%-10.1pp |
| Annual return | 15.32% | 31.98%-16.7pp | 439.23%-423.9pp | 31.67%-16.3pp |
| Employer contribution / active EE | $303 | $1,071-71.7% | $3,475-91.3% | $2,019-85.0% |
| Participant deferral / active EE | $643 | $2,206-70.9% | $3,999-83.9% | $3,358-80.9% |
| Admin fee / account holder | $266 | $4,159-93.6% | $5,696-95.3% | $3,203-91.7% |