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 | $3,221 | $135,952-97.6% | $123,892-97.4% | $273,961-98.8% |
| Participation rate | 19.0% | 84.1%-65.0pp | 81.4%-62.4pp | 83.0%-64.0pp |
| Annual return | 10.28% | 56.63%-46.3pp | 47.52%-37.2pp | 41.45%-31.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $413 | $6,343-93.5% | $5,984-93.1% | $5,287-92.2% |
| Admin fee / account holder | $30 | $9,817-99.7% | $8,357-99.6% | $10,132-99.7% |