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 3-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 | $7,483 | $106,584-93.0% | $101,326-92.6% | $142,382-94.7% |
| Participation rate | 11.1% | 82.7%-71.6pp | 81.5%-70.4pp | 80.1%-69.0pp |
| Annual return | 16.21% | 36.93%-20.7pp | 36.82%-20.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $64 | $3,956-98.4% | $3,665-98.3% | $4,299-98.5% |
| Participant deferral / active EE | $374 | $8,297-95.5% | $7,994-95.3% | $6,507-94.3% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |