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 | $6,723 | $95,416-93.0% | $185,823-96.4% | $85,850-92.2% |
| Participation rate | 3.3% | 68.8%-65.4pp | 81.7%-78.4pp | 69.3%-66.0pp |
| Annual return | 13.68% | 23.59%-9.9pp | 122.05%-108.4pp | 318.53%-304.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $87 | $3,423-97.5% | $5,568-98.4% | $3,952-97.8% |
| Admin fee / account holder | $36 | $7,213-99.5% | $16,237-99.8% | $6,260-99.4% |