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 | $12,496 | $244,740-94.9% | $206,214-93.9% | $357,791-96.5% |
| Participation rate | 26.3% | 84.9%-58.6pp | 82.4%-56.0pp | 85.6%-59.3pp |
| Annual return | 16.35% | -3.72%+20.1pp | -1.60%+18.0pp | 396.79%-380.4pp |
| Employer contribution / active EE | $0 | $7,019-100.0% | $5,967-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $704 | $4,983-85.9% | $4,649-84.9% | $5,521-87.2% |
| Admin fee / account holder | $78 | $15,419-99.5% | $13,671-99.4% | $28,387-99.7% |