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 | $5,770 | $79,944-92.8% | $98,439-94.1% | $75,163-92.3% |
| Participation rate | 27.1% | 70.4%-43.3pp | 75.2%-48.1pp | 67.2%-40.1pp |
| Annual return | 19.93% | 19.75%+0.2pp | 21.16%-1.2pp | 160.62%-140.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $520 | $3,752-86.1% | $4,738-89.0% | $4,125-87.4% |
| Admin fee / account holder | $123 | $6,840-98.2% | $8,948-98.6% | $5,651-97.8% |