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 10-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 | $3,509 | $53,127-93.4% | $86,590-95.9% | $70,131-95.0% |
| Participation rate | 18.5% | 65.3%-46.8pp | 73.5%-55.0pp | 69.5%-51.0pp |
| Annual return | 65.53% | 27.66%+37.9pp | 964.84%-899.3pp | 73.14%-7.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $225 | $2,696-91.6% | $3,609-93.8% | $3,332-93.2% |
| Admin fee / account holder | $185 | $3,585-94.8% | $4,906-96.2% | $4,645-96.0% |