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 | $10,150 | $76,552-86.7% | $123,892-91.8% | $62,891-83.9% |
| Participation rate | 21.6% | 73.0%-51.4pp | 81.4%-59.8pp | 69.3%-47.7pp |
| Annual return | 11.96% | 18.68%-6.7pp | 47.52%-35.6pp | 20.14%-8.2pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,020 | $4,840-78.9% | $5,984-83.0% | $3,203-68.2% |
| Admin fee / account holder | $22 | $4,826-99.5% | $8,357-99.7% | $4,296-99.5% |