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 | $4,231 | $54,541-92.2% | $78,778-94.6% | $70,131-94.0% |
| Participation rate | 46.7% | 60.8%-14.1pp | 69.2%-22.5pp | 69.5%-22.9pp |
| Annual return | 19.83% | 21.07%-1.2pp | 35.62%-15.8pp | 73.14%-53.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $545 | $2,210-75.3% | $2,958-81.6% | $3,332-83.6% |
| Admin fee / account holder | $53 | $3,709-98.6% | $5,134-99.0% | $4,645-98.9% |