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 | $4,684 | $63,764-92.7% | $81,930-94.3% | $79,858-94.1% |
| Participation rate | 17.2% | 67.5%-50.3pp | 72.0%-54.8pp | 69.6%-52.4pp |
| Annual return | 31.06% | 22.66%+8.4pp | 29.49%+1.6pp | 31.71%-0.7pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $397 | $2,780-85.7% | $7,107-94.4% | $3,740-89.4% |
| Admin fee / account holder | $27 | $4,426-99.4% | $5,158-99.5% | $5,306-99.5% |