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 9-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 | $17,407 | $88,707-80.4% | $74,183-76.5% | $273,961-93.6% |
| Participation rate | 34.8% | 79.4%-44.7pp | 76.6%-41.8pp | 83.0%-48.2pp |
| Annual return | 3.91% | 11.94%-8.0pp | 17.74%-13.8pp | 41.45%-37.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $969 | $4,212-77.0% | $3,550-72.7% | $5,287-81.7% |
| Admin fee / account holder | $16 | $8,717-99.8% | $5,586-99.7% | $10,132-99.8% |