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 | $2,773 | $75,963-96.4% | $97,995-97.2% | $70,131-96.0% |
| Participation rate | 7.9% | 77.0%-69.1pp | 82.4%-74.5pp | 69.5%-61.7pp |
| Annual return | 24.13% | 19.26%+4.9pp | 23.94%+0.2pp | 73.14%-49.0pp |
| Employer contribution / active EE | $0 | $3,278-100.0% | $4,158-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $141 | $4,053-96.5% | $5,097-97.2% | $3,332-95.8% |
| Admin fee / account holder | $127 | $5,407-97.7% | $5,943-97.9% | $4,645-97.3% |