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 | $3,402 | $37,426-90.9% | $77,482-95.6% | $79,858-95.7% |
| Participation rate | 25.0% | 41.5%-16.5pp | 54.2%-29.2pp | 69.6%-44.6pp |
| Annual return | 19.75% | 39.70%-20.0pp | 54.79%-35.0pp | 31.71%-12.0pp |
| Employer contribution / active EE | $127 | $637-80.0% | $986-87.1% | $2,471-94.9% |
| Participant deferral / active EE | $188 | $1,260-85.1% | $1,861-89.9% | $3,740-95.0% |
| Admin fee / account holder | $10 | $2,504-99.6% | $2,858-99.6% | $5,306-99.8% |