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 | $8,168 | $84,233-90.3% | $170,442-95.2% | $70,131-88.4% |
| Participation rate | 31.3% | 70.8%-39.6pp | 83.6%-52.3pp | 69.5%-38.3pp |
| Annual return | 14.89% | 23.06%-8.2pp | 205.93%-191.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $574 | $3,086-81.4% | $4,939-88.4% | $3,332-82.8% |
| Admin fee / account holder | $173 | $5,698-97.0% | $13,880-98.8% | $4,645-96.3% |