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 | $6,995 | $49,227-85.8% | $70,449-90.1% | $79,858-91.2% |
| Participation rate | 53.3% | 69.2%-15.8pp | 75.1%-21.7pp | 69.6%-16.3pp |
| Annual return | 7.39% | 30.06%-22.7pp | 109.03%-101.6pp | 31.71%-24.3pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $466 | $2,768-83.1% | $3,709-87.4% | $3,740-87.5% |
| Admin fee / account holder | $181 | $2,878-93.7% | $3,845-95.3% | $5,306-96.6% |