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 | $3,906 | $77,634-95.0% | $156,549-97.5% | $62,891-93.8% |
| Participation rate | 40.5% | 71.2%-30.7pp | 84.0%-43.5pp | 69.3%-28.8pp |
| Annual return | 5.26% | 50.32%-45.1pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $343 | $3,045-88.7% | $4,871-93.0% | $3,203-89.3% |
| Admin fee / account holder | $7 | $5,561-99.9% | $13,027-99.9% | $4,296-99.8% |