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 7-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 | $3,381 | $49,227-93.1% | $70,449-95.2% | $79,858-95.8% |
| Participation rate | 10.4% | 69.2%-58.8pp | 75.1%-64.6pp | 69.6%-59.2pp |
| Annual return | 15.27% | 30.06%-14.8pp | 109.03%-93.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $255 | $2,768-90.8% | $3,709-93.1% | $3,740-93.2% |
| Admin fee / account holder | $20 | $2,878-99.3% | $3,845-99.5% | $5,306-99.6% |