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 | $2,713 | $47,848-94.3% | $81,478-96.7% | $70,131-96.1% |
| Participation rate | 17.3% | 58.3%-40.9pp | 68.0%-50.6pp | 69.5%-52.2pp |
| Annual return | 23.30% | 27.25%-3.9pp | 38.78%-15.5pp | 73.14%-49.8pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $246 | $2,453-90.0% | $3,537-93.1% | $3,332-92.6% |
| Admin fee / account holder | $275 | $3,145-91.2% | $4,561-94.0% | $4,645-94.1% |