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 | $2,715 | $52,580-94.8% | $71,671-96.2% | $70,131-96.1% |
| Participation rate | 5.8% | 60.9%-55.1pp | 68.7%-62.9pp | 69.5%-63.7pp |
| Annual return | 16.05% | 20.25%-4.2pp | 20.65%-4.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $63 | $2,386-97.4% | $3,438-98.2% | $3,332-98.1% |
| Admin fee / account holder | $4 | $3,653-99.9% | $5,558-99.9% | $4,645-99.9% |