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 | $10,264 | $116,175-91.2% | $93,606-89.0% | $152,861-93.3% |
| Participation rate | 31.3% | 78.0%-46.8pp | 75.8%-44.6pp | 82.4%-51.2pp |
| Annual return | 25.40% | 35.96%-10.6pp | 32.76%-7.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $863 | $4,603-81.3% | $4,069-78.8% | $5,850-85.2% |
| Admin fee / account holder | $190 | $10,748-98.2% | $7,888-97.6% | $11,596-98.4% |