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 | $5,411 | $110,502-95.1% | $80,716-93.3% | $167,490-96.8% |
| Participation rate | 5.0% | 64.0%-59.0pp | 54.2%-49.2pp | 82.1%-77.1pp |
| Annual return | 17.69% | 120.54%-102.8pp | 87.28%-69.6pp | 478.56%-460.9pp |
| Employer contribution / active EE | $40 | $1,543-97.4% | $1,160-96.6% | $4,837-99.2% |
| Participant deferral / active EE | $60 | $2,871-97.9% | $2,146-97.2% | $6,341-99.1% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |