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 7-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 | $4,063 | $60,124-93.2% | $90,404-95.5% | $79,858-94.9% |
| Participation rate | 14.3% | 65.0%-50.7pp | 72.7%-58.4pp | 69.6%-55.3pp |
| Annual return | 11.71% | 71.94%-60.2pp | 1293.02%-1281.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $97 | $2,938-96.7% | $3,963-97.6% | $3,740-97.4% |
| Admin fee / account holder | $110 | $3,976-97.2% | $5,611-98.0% | $5,306-97.9% |