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 7-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 | $1,960 | $108,172-98.2% | $77,482-97.5% | $158,922-98.8% |
| Participation rate | 12.5% | 64.4%-51.9pp | 54.2%-41.7pp | 82.0%-69.5pp |
| Annual return | 17.76% | 31.67%-13.9pp | 54.79%-37.0pp | 302.83%-285.1pp |
| Employer contribution / active EE | $7 | $1,325-99.5% | $986-99.3% | $4,761-99.9% |
| Participant deferral / active EE | $16 | $2,456-99.3% | $1,861-99.1% | $5,982-99.7% |
| Admin fee / account holder | $18 | $3,708-99.5% | $2,858-99.4% | $11,246-99.8% |