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 | $19,889 | $167,484-88.1% | $151,611-86.9% | $134,475-85.2% |
| Participation rate | 53.8% | 88.4%-34.5pp | 87.5%-33.6pp | 81.2%-27.4pp |
| Annual return | -16.85% | 7.80%-24.7pp | 3.33%-20.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $970 | $8,986-89.2% | $8,363-88.4% | $6,400-84.8% |
| Admin fee / account holder | $92 | $13,783-99.3% | $11,616-99.2% | $11,426-99.2% |