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 | $6,135 | $45,073-86.4% | $69,455-91.2% | $72,985-91.6% |
| Participation rate | 53.7% | 68.5%-14.8pp | 74.6%-21.0pp | 69.5%-15.8pp |
| Annual return | 18.35% | 22.65%-4.3pp | 28.97%-10.6pp | 81.00%-62.7pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $482 | $2,602-81.5% | $3,535-86.4% | $3,607-86.6% |
| Admin fee / account holder | $124 | $3,056-95.9% | $3,839-96.8% | $5,124-97.6% |