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 | $11,550 | $136,307-91.5% | $106,619-89.2% | $273,961-95.8% |
| Participation rate | 69.2% | 84.8%-15.5pp | 78.0%-8.8pp | 83.0%-13.8pp |
| Annual return | 8.02% | 11.05%-3.0pp | 9.42%-1.4pp | 41.45%-33.4pp |
| Employer contribution / active EE | $877 | $5,190-83.1% | $3,947-77.8% | $4,869-82.0% |
| Participant deferral / active EE | $1,208 | $4,969-75.7% | $3,930-69.3% | $5,287-77.2% |
| Admin fee / account holder | $72 | $8,625-99.2% | $6,418-98.9% | $10,132-99.3% |