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 6-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 | $12,741 | $76,670-83.4% | $96,683-86.8% | $71,457-82.2% |
| Participation rate | 9.1% | 66.6%-57.5pp | 74.3%-65.3pp | 67.9%-58.8pp |
| Annual return | 19.36% | 48.29%-28.9pp | 35.69%-16.3pp | 28.85%-9.5pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $401 | $3,771-89.4% | $4,878-91.8% | $4,289-90.7% |
| Admin fee / account holder | $173 | $2,028-91.5% | $6,730-97.4% | $1,587-89.1% |