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 | $6,797 | $169,032-96.0% | $129,207-94.7% | $145,922-95.3% |
| Participation rate | 11.1% | 76.4%-65.3pp | 69.6%-58.5pp | 80.3%-69.2pp |
| Annual return | 7.97% | 14330.11%-14322.1pp | 9417.33%-9409.4pp | 561.29%-553.3pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $144 | $4,987-97.1% | $4,168-96.5% | $6,688-97.8% |
| Admin fee / account holder | $68 | $9,954-99.3% | $7,715-99.1% | $13,397-99.5% |