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 | $7,149 | $140,588-94.9% | $123,104-94.2% | $125,391-94.3% |
| Participation rate | 57.1% | 88.2%-31.1pp | 86.8%-29.6pp | 83.2%-26.0pp |
| Annual return | -0.88% | 16.80%-17.7pp | 13.22%-14.1pp | 282.22%-283.1pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,088 | $6,980-84.4% | $6,230-82.5% | $5,352-79.7% |
| Admin fee / account holder | $160 | $11,198-98.6% | $9,015-98.2% | $9,540-98.3% |