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 | $7,269 | $99,985-92.7% | $146,665-95.0% | $85,850-91.5% |
| Participation rate | 15.0% | 73.1%-58.1pp | 80.1%-65.1pp | 69.3%-54.3pp |
| Annual return | 32.71% | 18.93%+13.8pp | 22.74%+10.0pp | 318.53%-285.8pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,084 | $4,006-72.9% | $5,506-80.3% | $3,952-72.6% |
| Admin fee / account holder | $41 | $7,702-99.5% | $10,280-99.6% | $6,260-99.4% |