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 10-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 | $3,511 | $56,897-93.8% | $84,750-95.9% | $62,891-94.4% |
| Participation rate | 3.4% | 68.5%-65.1pp | 76.6%-73.2pp | 69.3%-65.9pp |
| Annual return | 79.13% | 6.30%+72.8pp | 22.78%+56.4pp | 20.14%+59.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $108 | $2,709-96.0% | $3,712-97.1% | $3,203-96.6% |
| Admin fee / account holder | $15 | $3,581-99.6% | $5,332-99.7% | $4,296-99.6% |