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 | $10,369 | $167,307-93.8% | $143,757-92.8% | $134,475-92.3% |
| Participation rate | 15.0% | 84.8%-69.8pp | 80.3%-65.3pp | 81.2%-66.2pp |
| Annual return | -15.42% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $153 | $6,446-97.6% | $5,637-97.3% | $6,400-97.6% |
| Admin fee / account holder | $236 | $18,088-98.7% | $14,673-98.4% | $11,426-97.9% |