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 | $4,736 | $56,897-91.7% | $84,750-94.4% | $62,891-92.5% |
| Participation rate | 52.0% | 68.5%-16.5pp | 76.6%-24.6pp | 69.3%-17.3pp |
| Annual return | 10.43% | 6.30%+4.1pp | 22.78%-12.3pp | 20.14%-9.7pp |
| Employer contribution / active EE | $733 | $2,400-69.5% | $3,574-79.5% | $2,281-67.9% |
| Participant deferral / active EE | $968 | $2,709-64.3% | $3,712-73.9% | $3,203-69.8% |
| Admin fee / account holder | $90 | $3,581-97.5% | $5,332-98.3% | $4,296-97.9% |