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 8-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 | $2,992 | $107,934-97.2% | $91,989-96.7% | $152,861-98.0% |
| Participation rate | 57.9% | 81.2%-23.3pp | 78.6%-20.7pp | 82.4%-24.6pp |
| Annual return | 29.75% | 89.24%-59.5pp | 69.02%-39.3pp | 345.32%-315.6pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,541 | $6,364-75.8% | $5,923-74.0% | $5,850-73.7% |
| Admin fee / account holder | $112 | $10,520-98.9% | $7,743-98.5% | $11,596-99.0% |