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 9-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 | $6,570 | $85,202-92.3% | $172,739-96.2% | $72,985-91.0% |
| Participation rate | 29.2% | 70.1%-40.8pp | 82.6%-53.4pp | 69.5%-40.3pp |
| Annual return | 23.30% | 27.32%-4.0pp | 802.84%-779.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $692 | $3,260-78.8% | $5,198-86.7% | $3,607-80.8% |
| Admin fee / account holder | $64 | $5,884-98.9% | $13,954-99.5% | $5,124-98.8% |