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 9-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 | $10,958 | $65,041-83.2% | $90,951-88.0% | $79,858-86.3% |
| Participation rate | 24.2% | 61.6%-37.4pp | 69.0%-44.8pp | 69.6%-45.4pp |
| Annual return | 19.14% | 30.45%-11.3pp | 134.60%-115.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $904 | $2,512-64.0% | $3,373-73.2% | $3,740-75.8% |
| Admin fee / account holder | $4 | $4,536-99.9% | $5,959-99.9% | $5,306-99.9% |