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 | $4,616 | $112,881-95.9% | $90,951-94.9% | $158,922-97.1% |
| Participation rate | 18.2% | 74.7%-56.5pp | 69.0%-50.8pp | 82.0%-63.8pp |
| Annual return | 16.23% | 215.79%-199.6pp | 134.60%-118.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $122 | $4,128-97.0% | $3,373-96.4% | $5,982-98.0% |
| Admin fee / account holder | $18 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |