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 | $17,203 | $63,355-72.8% | $91,989-81.3% | $72,985-76.4% |
| Participation rate | 36.4% | 72.5%-36.2pp | 78.6%-42.3pp | 69.5%-33.1pp |
| Annual return | 20.99% | 35.35%-14.4pp | 69.02%-48.0pp | 81.00%-60.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $889 | $4,883-81.8% | $5,923-85.0% | $3,607-75.4% |
| Admin fee / account holder | $193 | $4,668-95.9% | $7,743-97.5% | $5,124-96.2% |