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 | $11,699 | $63,764-81.7% | $81,930-85.7% | $79,858-85.3% |
| Participation rate | 40.9% | 67.5%-26.6pp | 72.0%-31.1pp | 69.6%-28.7pp |
| Annual return | 10.92% | 22.66%-11.7pp | 29.49%-18.6pp | 31.71%-20.8pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $701 | $2,780-74.8% | $7,107-90.1% | $3,740-81.3% |
| Admin fee / account holder | $132 | $4,426-97.0% | $5,158-97.4% | $5,306-97.5% |