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 | $6,798 | $73,933-90.8% | $96,683-93.0% | $75,163-91.0% |
| Participation rate | 22.2% | 66.4%-44.2pp | 74.3%-52.1pp | 67.2%-45.0pp |
| Annual return | 15.08% | 26.70%-11.6pp | 35.69%-20.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $833 | $3,659-77.2% | $4,878-82.9% | $4,125-79.8% |
| Admin fee / account holder | $189 | $5,216-96.4% | $6,730-97.2% | $5,651-96.6% |