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 | $14,828 | $48,364-69.3% | $71,796-79.3% | $62,891-76.4% |
| Participation rate | 11.5% | 60.6%-49.1pp | 69.1%-57.6pp | 69.3%-57.8pp |
| Annual return | 5.03% | 13.16%-8.1pp | 78.04%-73.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $53 | $2,091-97.4% | $2,794-98.1% | $3,203-98.3% |
| Admin fee / account holder | $36 | $3,771-99.0% | $4,815-99.3% | $4,296-99.2% |