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 | $10,838 | $63,861-83.0% | $104,607-89.6% | $79,858-86.4% |
| Participation rate | 10.8% | 64.9%-54.1pp | 74.1%-63.3pp | 69.6%-58.8pp |
| Annual return | 112.79% | 21.30%+91.5pp | 340.46%-227.7pp | 31.71%+81.1pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $892 | $2,693-66.9% | $3,740-76.1% | $3,740-76.1% |
| Admin fee / account holder | $66 | $4,185-98.4% | $6,473-99.0% | $5,306-98.8% |