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 | $3,616 | $60,349-94.0% | $74,183-95.1% | $62,891-94.2% |
| Participation rate | 10.0% | 72.7%-62.7pp | 76.6%-66.6pp | 69.3%-59.3pp |
| Annual return | 11.41% | 21.37%-10.0pp | 17.74%-6.3pp | 20.14%-8.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $195 | $2,856-93.2% | $3,550-94.5% | $3,203-93.9% |
| Admin fee / account holder | $152 | $4,261-96.4% | $5,586-97.3% | $4,296-96.5% |