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 | $11,804 | $105,859-88.8% | $90,160-86.9% | $147,584-92.0% |
| Participation rate | 46.7% | 79.7%-33.1pp | 76.9%-30.2pp | 82.8%-36.2pp |
| Annual return | 16.69% | 37.63%-20.9pp | 34.88%-18.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,107 | $5,733-80.7% | $5,288-79.1% | $5,439-79.6% |
| Admin fee / account holder | $263 | $8,046-96.7% | $5,943-95.6% | $10,885-97.6% |