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 5-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 | $2,443 | $158,398-98.5% | $126,539-98.1% | $142,382-98.3% |
| Participation rate | 62.5% | 75.8%-13.3pp | 69.8%-7.3pp | 80.1%-17.6pp |
| Annual return | 17.19% | 593.76%-576.6pp | 425.95%-408.8pp | 217.08%-199.9pp |
| Employer contribution / active EE | $196 | $4,650-95.8% | $3,674-94.7% | $4,299-95.4% |
| Participant deferral / active EE | $202 | $4,767-95.8% | $4,083-95.0% | $6,507-96.9% |
| Admin fee / account holder | $32 | $6,918-99.5% | $6,065-99.5% | $12,624-99.7% |