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 | $3,442 | $49,791-93.1% | $78,210-95.6% | $70,131-95.1% |
| Participation rate | 0.0% | 62.3%-62.3pp | 68.7%-68.7pp | 69.5%-69.5pp |
| Annual return | 16.12% | 20.75%-4.6pp | 40.90%-24.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $33 | $2,150-98.4% | $2,823-98.8% | $3,332-99.0% |
| Admin fee / account holder | $75 | $3,181-97.6% | $3,758-98.0% | $4,645-98.4% |