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 | $3,613 | $95,416-96.2% | $185,823-98.1% | $85,850-95.8% |
| Participation rate | 44.4% | 68.8%-24.3pp | 81.7%-37.3pp | 69.3%-24.9pp |
| Annual return | 33.05% | 23.59%+9.5pp | 122.05%-89.0pp | 318.53%-285.5pp |
| Employer contribution / active EE | $565 | $3,314-83.0% | $5,167-89.1% | $2,565-78.0% |
| Participant deferral / active EE | $855 | $3,423-75.0% | $5,568-84.6% | $3,952-78.4% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |