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 | $1,653 | $35,183-95.3% | $73,545-97.8% | $70,131-97.6% |
| Participation rate | 5.0% | 42.9%-37.9pp | 54.9%-49.9pp | 69.5%-64.5pp |
| Annual return | 12.77% | 26.90%-14.1pp | -15.16%+27.9pp | 73.14%-60.4pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $25 | $1,220-98.0% | $1,806-98.6% | $3,332-99.3% |
| Admin fee / account holder | $10 | $2,302-99.6% | $2,320-99.6% | $4,645-99.8% |