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 | $12,405 | $162,781-92.4% | $133,956-90.7% | $158,922-92.2% |
| Participation rate | 5.6% | 83.2%-77.7pp | 79.8%-74.3pp | 82.0%-76.4pp |
| Annual return | 14.28% | 41.94%-27.7pp | 45.09%-30.8pp | 302.83%-288.5pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $109 | $5,911-98.2% | $5,048-97.8% | $5,982-98.2% |
| Admin fee / account holder | $103 | $11,736-99.1% | $8,927-98.8% | $11,246-99.1% |