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 | $7,467 | $54,541-86.3% | $78,778-90.5% | $70,131-89.4% |
| Participation rate | 35.5% | 60.8%-25.3pp | 69.2%-33.7pp | 69.5%-34.1pp |
| Annual return | 15.01% | 21.07%-6.1pp | 35.62%-20.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $845 | $2,210-61.8% | $2,958-71.4% | $3,332-74.6% |
| Admin fee / account holder | $55 | $3,709-98.5% | $5,134-98.9% | $4,645-98.8% |