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 | $13,674 | $69,362-80.3% | $101,248-86.5% | $73,488-81.4% |
| Participation rate | 40.6% | 68.4%-27.8pp | 75.8%-35.2pp | 70.7%-30.1pp |
| Annual return | 19.23% | 18.46%+0.8pp | 46.47%-27.2pp | 28.51%-9.3pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $794 | $3,300-75.9% | $4,370-81.8% | $3,740-78.8% |
| Admin fee / account holder | $106 | $704-84.9% | $5,945-98.2% | $513-79.3% |