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 | $13,958 | $58,828-76.3% | $77,999-82.1% | $62,891-77.8% |
| Participation rate | 39.3% | 71.1%-31.8pp | 75.5%-36.2pp | 69.3%-30.0pp |
| Annual return | 6.99% | 17.16%-10.2pp | 425.96%-419.0pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $726 | $2,686-73.0% | $3,497-79.2% | $3,203-77.3% |
| Admin fee / account holder | $183 | $4,393-95.8% | $5,480-96.7% | $4,296-95.7% |