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 | $19,931 | $131,829-84.9% | $108,579-81.6% | $273,961-92.7% |
| Participation rate | 30.0% | 83.5%-53.5pp | 79.6%-49.6pp | 83.0%-53.0pp |
| Annual return | 10.01% | -91.57%+101.6pp | -51.70%+61.7pp | 41.45%-31.4pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,430 | $5,127-72.1% | $4,311-66.8% | $5,287-72.9% |
| Admin fee / account holder | $9 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |