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 | $15,333 | $65,561-76.6% | $86,188-82.2% | $75,163-79.6% |
| Participation rate | 35.7% | 60.5%-24.8pp | 69.0%-33.2pp | 67.2%-31.5pp |
| Annual return | 17.61% | 46.05%-28.4pp | 1168.45%-1150.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $732 | $3,024-75.8% | $3,985-81.6% | $4,125-82.2% |
| Admin fee / account holder | $137 | $5,474-97.5% | $6,852-98.0% | $5,651-97.6% |