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 5-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 | $4,716 | $47,126-90.0% | $149,673-96.8% | $74,419-93.7% |
| Participation rate | 12.5% | 63.4%-50.9pp | 78.8%-66.3pp | 70.7%-58.3pp |
| Annual return | 29.48% | 22.75%+6.7pp | 134.42%-104.9pp | 34.38%-4.9pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $367 | $2,728-86.5% | $5,680-93.5% | $4,528-91.9% |
| Admin fee / account holder | $289 | $343-15.7% | $13,210-97.8% | $348-16.9% |