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 4-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 | $19,045 | $165,984-88.5% | $164,813-88.4% | $145,922-86.9% |
| Participation rate | 8.3% | 82.0%-73.7pp | 78.6%-70.3pp | 80.3%-71.9pp |
| Annual return | 11.28% | 100.03%-88.8pp | 69.93%-58.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $428 | $6,959-93.8% | $6,031-92.9% | $6,688-93.6% |
| Admin fee / account holder | $72 | $16,648-99.6% | $12,690-99.4% | $13,397-99.5% |