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 | $16,400 | $64,324-74.5% | $118,925-86.2% | $79,858-79.5% |
| Participation rate | 5.3% | 64.9%-59.5pp | 75.4%-70.1pp | 69.6%-64.3pp |
| Annual return | 15.69% | 86.45%-70.8pp | 35.88%-20.2pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $52 | $2,824-98.2% | $4,265-98.8% | $3,740-98.6% |
| Admin fee / account holder | $30 | $4,040-99.3% | $6,581-99.5% | $5,306-99.4% |