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 8-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 | $6,044 | $63,861-90.5% | $104,607-94.2% | $79,858-92.4% |
| Participation rate | 7.8% | 64.9%-57.1pp | 74.1%-66.2pp | 69.6%-61.8pp |
| Annual return | 11.23% | 21.30%-10.1pp | 340.46%-329.2pp | 31.71%-20.5pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $63 | $2,693-97.7% | $3,740-98.3% | $3,740-98.3% |
| Admin fee / account holder | $20 | $4,185-99.5% | $6,473-99.7% | $5,306-99.6% |