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 | $8,260 | $138,347-94.0% | $184,203-95.5% | $80,856-89.8% |
| Participation rate | 68.6% | 83.9%-15.3pp | 86.8%-18.2pp | 67.6%+0.9pp |
| Annual return | 12.38% | 20.02%-7.6pp | 28.81%-16.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $517 | $7,071-92.7% | $9,131-94.3% | $4,296-88.0% |
| Admin fee / account holder | $288 | $10,483-97.3% | $13,901-97.9% | $6,918-95.8% |