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 | $2,987 | $60,323-95.0% | $81,812-96.3% | $74,495-96.0% |
| Participation rate | 39.0% | 62.9%-23.8pp | 72.3%-33.3pp | 67.2%-28.2pp |
| Annual return | 16.86% | 16.90%0pp | 773.79%-756.9pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $657 | $3,387-80.6% | $4,319-84.8% | $4,346-84.9% |
| Admin fee / account holder | $165 | $1,486-88.9% | $7,386-97.8% | $1,942-91.5% |