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 | $5,839 | $48,046-87.8% | $84,611-93.1% | $72,985-92.0% |
| Participation rate | 2.7% | 57.6%-54.9pp | 68.2%-65.5pp | 69.5%-66.8pp |
| Annual return | 23.60% | 37.38%-13.8pp | 258.74%-235.1pp | 81.00%-57.4pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $70 | $2,680-97.4% | $3,899-98.2% | $3,607-98.1% |
| Admin fee / account holder | $152 | $3,395-95.5% | $4,912-96.9% | $5,124-97.0% |