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 5-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 | $6,303 | $56,114-88.8% | $96,139-93.4% | $85,850-92.7% |
| Participation rate | 13.3% | 56.7%-43.4pp | 68.4%-55.1pp | 69.3%-56.0pp |
| Annual return | 24.77% | 42.30%-17.5pp | 191.94%-167.2pp | 318.53%-293.8pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $735 | $2,859-74.3% | $4,349-83.1% | $3,952-81.4% |
| Admin fee / account holder | $226 | $3,768-94.0% | $5,537-95.9% | $6,260-96.4% |