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 9-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 | $311 | $179,726-99.8% | $156,263-99.8% | $142,382-99.8% |
| Participation rate | 4.3% | 82.1%-77.7pp | 78.9%-74.6pp | 80.1%-75.8pp |
| Annual return | 20.69% | 77.86%-57.2pp | 59.47%-38.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4 | $6,956-99.9% | $6,158-99.9% | $6,507-99.9% |
| Admin fee / account holder | $1 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |