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 | $7,028 | $53,822-86.9% | $75,696-90.7% | $85,850-91.8% |
| Participation rate | 11.1% | 69.1%-58.0pp | 74.8%-63.7pp | 69.3%-58.2pp |
| Annual return | 36.32% | 24.54%+11.8pp | 104.53%-68.2pp | 318.53%-282.2pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $269 | $2,895-90.7% | $3,821-93.0% | $3,952-93.2% |
| Admin fee / account holder | $20 | $3,343-99.4% | $3,619-99.4% | $6,260-99.7% |