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 | $4,071 | $210,648-98.1% | $177,989-97.7% | $145,922-97.2% |
| Participation rate | 69.2% | 80.8%-11.5pp | 77.1%-7.9pp | 80.3%-11.0pp |
| Annual return | 14.07% | 385.86%-371.8pp | 294.48%-280.4pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,472 | $4,565-45.8% | $3,949-37.4% | $4,660-46.9% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,688-100.0% |
| Admin fee / account holder | $19 | $12,013-99.8% | $10,363-99.8% | $13,397-99.9% |