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 | $4,734 | $96,484-95.1% | $75,886-93.8% | $152,861-96.9% |
| Participation rate | 18.2% | 76.2%-58.0pp | 69.3%-51.1pp | 82.4%-64.3pp |
| Annual return | 19.72% | 33.98%-14.3pp | 30.76%-11.0pp | 345.32%-325.6pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $484 | $4,553-89.4% | $3,603-86.6% | $5,850-91.7% |
| Admin fee / account holder | $63 | $8,078-99.2% | $5,418-98.8% | $11,596-99.5% |