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 | $3,516 | $96,557-96.4% | $80,975-95.7% | $273,961-98.7% |
| Participation rate | 15.0% | 79.1%-64.1pp | 75.8%-60.8pp | 83.0%-68.0pp |
| Annual return | 25.73% | 15.14%+10.6pp | 17.10%+8.6pp | 41.45%-15.7pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $423 | $6,598-93.6% | $5,696-92.6% | $5,287-92.0% |
| Admin fee / account holder | $218 | $7,492-97.1% | $5,516-96.1% | $10,132-97.9% |