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 | $1,826 | $105,998-98.3% | $92,233-98.0% | $147,584-98.8% |
| Participation rate | 38.5% | 80.4%-41.9pp | 76.5%-38.0pp | 82.8%-44.4pp |
| Annual return | 22.58% | 50.05%-27.5pp | 176.28%-153.7pp | 578.55%-556.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $618 | $4,478-86.2% | $3,897-84.1% | $5,439-88.6% |
| Admin fee / account holder | $249 | $6,332-96.1% | $5,194-95.2% | $10,885-97.7% |