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 5-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 | $3,039 | $137,414-97.8% | $189,513-98.4% | $85,850-96.5% |
| Participation rate | 7.1% | 84.6%-77.5pp | 87.8%-80.7pp | 69.3%-62.2pp |
| Annual return | 19.09% | 38.14%-19.1pp | 555.15%-536.1pp | 318.53%-299.4pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $94 | $6,260-98.5% | $8,221-98.9% | $3,952-97.6% |
| Admin fee / account holder | $16 | $8,630-99.8% | $12,045-99.9% | $6,260-99.7% |