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 | $19,336 | $127,386-84.8% | $115,037-83.2% | $125,391-84.6% |
| Participation rate | 42.9% | 84.2%-41.3pp | 81.4%-38.5pp | 83.2%-40.3pp |
| Annual return | -1.11% | 31.28%-32.4pp | 26.14%-27.2pp | 282.22%-283.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,940 | $6,423-69.8% | $6,026-67.8% | $5,352-63.7% |
| Admin fee / account holder | $65 | $9,516-99.3% | $8,175-99.2% | $9,540-99.3% |