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 | $8,565 | $49,791-82.8% | $78,210-89.0% | $70,131-87.8% |
| Participation rate | 7.4% | 62.3%-54.9pp | 68.7%-61.3pp | 69.5%-62.1pp |
| Annual return | 18.00% | 20.75%-2.8pp | 40.90%-22.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $461 | $2,150-78.6% | $2,823-83.7% | $3,332-86.2% |
| Admin fee / account holder | $0 | $3,181-100.0% | $3,758-100.0% | $4,645-100.0% |