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 9-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 | $11,151 | $65,041-82.9% | $90,951-87.7% | $79,858-86.0% |
| Participation rate | 13.8% | 61.6%-47.8pp | 69.0%-55.2pp | 69.6%-55.8pp |
| Annual return | 20.37% | 30.45%-10.1pp | 134.60%-114.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $336 | $2,512-86.6% | $3,373-90.0% | $3,740-91.0% |
| Admin fee / account holder | $267 | $4,536-94.1% | $5,959-95.5% | $5,306-95.0% |