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 | $7,008 | $43,075-83.7% | $74,583-90.6% | $62,891-88.9% |
| Participation rate | 26.9% | 58.1%-31.1pp | 68.1%-41.2pp | 69.3%-42.4pp |
| Annual return | 6.79% | 17.50%-10.7pp | 20.47%-13.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $479 | $2,389-79.9% | $3,458-86.1% | $3,203-85.0% |
| Admin fee / account holder | $89 | $2,840-96.9% | $4,138-97.9% | $4,296-97.9% |