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 8-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 | $9,616 | $110,257-91.3% | $96,544-90.0% | $139,434-93.1% |
| Participation rate | 27.3% | 78.1%-50.8pp | 76.0%-48.7pp | 80.3%-53.0pp |
| Annual return | 10.59% | 26.32%-15.7pp | 25.84%-15.3pp | 372.94%-362.4pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $860 | $5,548-84.5% | $4,851-82.3% | $6,710-87.2% |
| Admin fee / account holder | $25 | $11,591-99.8% | $8,252-99.7% | $11,403-99.8% |