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 | $8,249 | $43,723-81.1% | $121,196-93.2% | $64,186-87.1% |
| Participation rate | 51.7% | 58.3%-6.6pp | 71.7%-20.0pp | 69.6%-17.8pp |
| Annual return | 2.87% | 68.91%-66.0pp | 16.93%-14.1pp | 7.63%-4.8pp |
| Employer contribution / active EE | $364 | $1,296-71.9% | $4,022-90.9% | $2,381-84.7% |
| Participant deferral / active EE | $703 | $2,280-69.1% | $3,344-79.0% | $3,470-79.7% |
| Admin fee / account holder | $290 | $3,501-91.7% | $5,019-94.2% | $4,888-94.1% |