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 | $4,993 | $67,411-92.6% | $91,001-94.5% | $70,131-92.9% |
| Participation rate | 62.5% | 71.4%-8.9pp | 75.6%-13.1pp | 69.5%-7.0pp |
| Annual return | 19.78% | -40.16%+59.9pp | 4.60%+15.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $993 | $2,823-64.8% | $3,547-72.0% | $3,332-70.2% |
| Admin fee / account holder | $247 | $4,236-94.2% | $5,417-95.4% | $4,645-94.7% |