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 | $5,583 | $84,233-93.4% | $170,442-96.7% | $70,131-92.0% |
| Participation rate | 24.4% | 70.8%-46.4pp | 83.6%-59.2pp | 69.5%-45.2pp |
| Annual return | 20.76% | 23.06%-2.3pp | 205.93%-185.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $318 | $3,086-89.7% | $4,939-93.6% | $3,332-90.5% |
| Admin fee / account holder | $207 | $5,698-96.4% | $13,880-98.5% | $4,645-95.5% |