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 6-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 | $3,773 | $72,277-94.8% | $101,248-96.3% | $79,858-95.3% |
| Participation rate | 21.1% | 68.5%-47.4pp | 75.8%-54.8pp | 69.6%-48.6pp |
| Annual return | 356.21% | 22.30%+333.9pp | 46.47%+309.7pp | 31.71%+324.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $657 | $3,282-80.0% | $4,370-85.0% | $3,740-82.4% |
| Admin fee / account holder | $211 | $4,400-95.2% | $5,945-96.5% | $5,306-96.0% |