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 | $5,127 | $90,503-94.3% | $78,689-93.5% | $273,961-98.1% |
| Participation rate | 5.6% | 76.5%-71.0pp | 73.6%-68.0pp | 83.0%-77.5pp |
| Annual return | 5.31% | 75.60%-70.3pp | 62.18%-56.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $29 | $3,901-99.3% | $3,517-99.2% | $5,287-99.5% |
| Admin fee / account holder | $30 | $5,263-99.4% | $4,510-99.3% | $10,132-99.7% |