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 | $8,893 | $47,944-81.5% | $67,834-86.9% | $62,891-85.9% |
| Participation rate | 11.5% | 61.1%-49.6pp | 68.8%-57.3pp | 69.3%-57.8pp |
| Annual return | 6.55% | 11.77%-5.2pp | 138.47%-131.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $158 | $2,247-93.0% | $3,160-95.0% | $3,203-95.1% |
| Admin fee / account holder | $66 | $3,712-98.2% | $4,622-98.6% | $4,296-98.5% |