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 | $3,117 | $111,754-97.2% | $103,333-97.0% | $145,922-97.9% |
| Participation rate | 39.1% | 77.9%-38.8pp | 74.5%-35.4pp | 80.3%-41.1pp |
| Annual return | 11.48% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $613 | $5,619-89.1% | $5,057-87.9% | $6,688-90.8% |
| Admin fee / account holder | $90 | $9,750-99.1% | $8,355-98.9% | $13,397-99.3% |