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 | $10,626 | $149,679-92.9% | $117,039-90.9% | $147,584-92.8% |
| Participation rate | 31.3% | 83.5%-52.2pp | 77.2%-45.9pp | 82.8%-51.6pp |
| Annual return | 11.92% | 19.31%-7.4pp | 18.95%-7.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $720 | $4,912-85.3% | $3,929-81.7% | $5,439-86.8% |
| Admin fee / account holder | $89 | $7,856-98.9% | $5,974-98.5% | $10,885-99.2% |