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 | $16,662 | $86,929-80.8% | $102,423-83.7% | $80,856-79.4% |
| Participation rate | 37.5% | 72.4%-34.9pp | 76.5%-39.0pp | 67.6%-30.1pp |
| Annual return | 17.56% | 18.88%-1.3pp | 29.32%-11.8pp | 35.59%-18.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $427 | $4,118-89.6% | $5,053-91.6% | $4,296-90.1% |
| Admin fee / account holder | $173 | $8,049-97.9% | $9,451-98.2% | $6,918-97.5% |