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 | $2,987 | $54,541-94.5% | $78,778-96.2% | $70,131-95.7% |
| Participation rate | 24.1% | 60.8%-36.7pp | 69.2%-45.1pp | 69.5%-45.4pp |
| Annual return | 20.24% | 21.07%-0.8pp | 35.62%-15.4pp | 73.14%-52.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $317 | $2,210-85.7% | $2,958-89.3% | $3,332-90.5% |
| Admin fee / account holder | $76 | $3,709-97.9% | $5,134-98.5% | $4,645-98.4% |