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 | $17,323 | $154,117-88.8% | $129,995-86.7% | $139,434-87.6% |
| Participation rate | 4.8% | 82.0%-77.2pp | 78.5%-73.7pp | 80.3%-75.6pp |
| Annual return | 17.62% | 32.48%-14.9pp | -137.18%+154.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $101 | $6,710-98.5% | $5,820-98.3% | $6,710-98.5% |
| Admin fee / account holder | $115 | $14,007-99.2% | $10,614-98.9% | $11,403-99.0% |