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 6-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 | $3,423 | $103,376-96.7% | $87,100-96.1% | $152,861-97.8% |
| Participation rate | 45.0% | 79.3%-34.3pp | 76.9%-31.9pp | 82.4%-37.4pp |
| Annual return | 19.71% | 28.10%-8.4pp | 28.19%-8.5pp | 345.32%-325.6pp |
| Employer contribution / active EE | $707 | $3,220-78.0% | $2,521-72.0% | $4,762-85.2% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |