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 | $2,103 | $211,958-99.0% | $169,463-98.8% | $135,375-98.4% |
| Participation rate | 61.5% | 82.6%-21.1pp | 77.8%-16.2pp | 82.6%-21.1pp |
| Annual return | -3.23% | 3.26%-6.5pp | 1.83%-5.1pp | 519.73%-523.0pp |
| Employer contribution / active EE | $506 | $5,120-90.1% | $4,159-87.8% | $4,779-89.4% |
| Participant deferral / active EE | $589 | $6,075-90.3% | $5,277-88.8% | $5,609-89.5% |
| Admin fee / account holder | $116 | $11,471-99.0% | $9,109-98.7% | $10,827-98.9% |