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 | $25,456 | $67,606-62.3% | $82,313-69.1% | $70,131-63.7% |
| Participation rate | 48.0% | 72.8%-24.8pp | 76.9%-28.9pp | 69.5%-21.5pp |
| Annual return | 19.30% | 21.57%-2.3pp | 25.88%-6.6pp | 73.14%-53.8pp |
| Employer contribution / active EE | $622 | $1,755-64.6% | $2,428-74.4% | $2,342-73.5% |
| Participant deferral / active EE | $874 | $2,987-70.7% | $3,706-76.4% | $3,332-73.8% |
| Admin fee / account holder | $109 | $4,512-97.6% | $5,608-98.1% | $4,645-97.7% |