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 8-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 | $1,450 | $133,922-98.9% | $116,228-98.8% | $142,382-99.0% |
| Participation rate | 61.5% | 77.9%-16.3pp | 74.6%-13.0pp | 80.1%-18.6pp |
| Annual return | 19.83% | 147.76%-127.9pp | 90.06%-70.2pp | 217.08%-197.2pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $259 | $5,672-95.4% | $4,953-94.8% | $6,507-96.0% |
| Admin fee / account holder | $76 | $14,945-99.5% | $11,989-99.4% | $12,624-99.4% |