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 | $8,430 | $53,127-84.1% | $86,590-90.3% | $70,131-88.0% |
| Participation rate | 41.5% | 65.3%-23.8pp | 73.5%-32.0pp | 69.5%-28.0pp |
| Annual return | 20.74% | 27.66%-6.9pp | 964.84%-944.1pp | 73.14%-52.4pp |
| Employer contribution / active EE | $381 | $2,068-81.6% | $2,839-86.6% | $2,342-83.7% |
| Participant deferral / active EE | $634 | $2,696-76.5% | $3,609-82.4% | $3,332-81.0% |
| Admin fee / account holder | $30 | $3,585-99.2% | $4,906-99.4% | $4,645-99.4% |