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 | $9,882 | $48,076-79.4% | $78,689-87.4% | $62,891-84.3% |
| Participation rate | 57.6% | 65.2%-7.6pp | 73.6%-15.9pp | 69.3%-11.7pp |
| Annual return | 9.21% | 31.35%-22.1pp | 62.18%-53.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $692 | $2,588-73.3% | $3,517-80.3% | $3,203-78.4% |
| Admin fee / account holder | $124 | $3,207-96.1% | $4,510-97.3% | $4,296-97.1% |