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 | $5,721 | $98,750-94.2% | $149,696-96.2% | $79,858-92.8% |
| Participation rate | 12.5% | 75.8%-63.3pp | 82.5%-70.0pp | 69.6%-57.1pp |
| Annual return | 16.71% | 27.43%-10.7pp | 276.60%-259.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $648 | $5,680-88.6% | $6,842-90.5% | $3,740-82.7% |
| Admin fee / account holder | $61 | $6,053-99.0% | $9,309-99.3% | $5,306-98.9% |