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 | $10,106 | $63,355-84.0% | $91,989-89.0% | $72,985-86.2% |
| Participation rate | 48.5% | 72.5%-24.0pp | 78.6%-30.1pp | 69.5%-21.0pp |
| Annual return | 26.62% | 35.35%-8.7pp | 69.02%-42.4pp | 81.00%-54.4pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,523 | $4,883-68.8% | $5,923-74.3% | $3,607-57.8% |
| Admin fee / account holder | $129 | $4,668-97.2% | $7,743-98.3% | $5,124-97.5% |