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 6-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 | $7,891 | $105,181-92.5% | $159,436-95.1% | $85,850-90.8% |
| Participation rate | 15.0% | 75.8%-60.8pp | 82.8%-67.8pp | 69.3%-54.3pp |
| Annual return | 25.16% | 45.07%-19.9pp | 263.57%-238.4pp | 318.53%-293.4pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $609 | $5,945-89.8% | $7,352-91.7% | $3,952-84.6% |
| Admin fee / account holder | $137 | $6,933-98.0% | $10,799-98.7% | $6,260-97.8% |