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 | $8,192 | $97,044-91.6% | $83,333-90.2% | $135,375-93.9% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -6.20% | 12.31%-18.5pp | 10.63%-16.8pp | 519.73%-525.9pp |
| Employer contribution / active EE | $497 | $4,143-88.0% | $3,379-85.3% | $4,779-89.6% |
| Participant deferral / active EE | $1,108 | $5,964-81.4% | $5,565-80.1% | $5,609-80.2% |
| Admin fee / account holder | $152 | $8,380-98.2% | $7,510-98.0% | $10,827-98.6% |