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 4-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 | $8,974 | $183,519-95.1% | $155,509-94.2% | $145,922-93.9% |
| Participation rate | 5.0% | 82.7%-77.7pp | 78.2%-73.2pp | 80.3%-75.3pp |
| Annual return | 14.47% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $504 | $6,462-92.2% | $5,626-91.1% | $6,688-92.5% |
| Admin fee / account holder | $162 | $19,313-99.2% | $15,912-99.0% | $13,397-98.8% |