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 8-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 | $5,384 | $91,190-94.1% | $178,490-97.0% | $79,858-93.3% |
| Participation rate | 3.8% | 69.2%-65.5pp | 81.9%-78.2pp | 69.6%-65.9pp |
| Annual return | 13.12% | 24.19%-11.1pp | 151.07%-138.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $178 | $3,236-94.5% | $5,202-96.6% | $3,740-95.2% |
| Admin fee / account holder | $290 | $6,751-95.7% | $13,984-97.9% | $5,306-94.5% |