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 | $3,874 | $129,217-97.0% | $93,406-95.9% | $158,922-97.6% |
| Participation rate | 12.5% | 71.0%-58.5pp | 66.8%-54.3pp | 82.0%-69.5pp |
| Annual return | 12.91% | 118.21%-105.3pp | 78.05%-65.1pp | 302.83%-289.9pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $138 | $3,909-96.5% | $3,126-95.6% | $5,982-97.7% |
| Admin fee / account holder | $15 | $7,383-99.8% | $5,230-99.7% | $11,246-99.9% |