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 | $3,992 | $60,349-93.4% | $74,183-94.6% | $62,891-93.7% |
| Participation rate | 42.2% | 72.7%-30.5pp | 76.6%-34.4pp | 69.3%-27.1pp |
| Annual return | 12.73% | 21.37%-8.6pp | 17.74%-5.0pp | 20.14%-7.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $537 | $2,856-81.2% | $3,550-84.9% | $3,203-83.2% |
| Admin fee / account holder | $86 | $4,261-98.0% | $5,586-98.5% | $4,296-98.0% |