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 | $3,661 | $49,177-92.6% | $79,464-95.4% | $64,186-94.3% |
| Participation rate | 35.5% | 65.0%-29.5pp | 73.3%-37.9pp | 69.6%-34.1pp |
| Annual return | 4.74% | -1.16%+5.9pp | 718.14%-713.4pp | 7.63%-2.9pp |
| Employer contribution / active EE | $447 | $2,076-78.5% | $2,800-84.0% | $2,381-81.2% |
| Participant deferral / active EE | $587 | $2,821-79.2% | $3,704-84.2% | $3,470-83.1% |
| Admin fee / account holder | $31 | $3,839-99.2% | $5,113-99.4% | $4,888-99.4% |