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 7-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 | $689 | $91,190-99.2% | $178,490-99.6% | $79,858-99.1% |
| Participation rate | 12.5% | 69.2%-56.7pp | 81.9%-69.4pp | 69.6%-57.1pp |
| Annual return | 26.53% | 24.19%+2.3pp | 151.07%-124.5pp | 31.71%-5.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $62 | $3,236-98.1% | $5,202-98.8% | $3,740-98.4% |
| Admin fee / account holder | $145 | $6,751-97.9% | $13,984-99.0% | $5,306-97.3% |