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 3-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 | $7,594 | $150,187-94.9% | $120,354-93.7% | $145,922-94.8% |
| Participation rate | 14.3% | 78.8%-64.5pp | 71.9%-57.6pp | 80.3%-66.0pp |
| Annual return | 9.51% | 154.07%-144.6pp | 107.15%-97.6pp | 561.29%-551.8pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $874 | $6,173-85.8% | $4,991-82.5% | $6,688-86.9% |
| Admin fee / account holder | $149 | $12,207-98.8% | $9,423-98.4% | $13,397-98.9% |