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 6-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 | $4,144 | $118,849-96.5% | $96,562-95.7% | $167,490-97.5% |
| Participation rate | 31.6% | 75.5%-43.9pp | 69.8%-38.2pp | 82.1%-50.5pp |
| Annual return | 23.32% | 50.49%-27.2pp | 37.78%-14.5pp | 478.56%-455.2pp |
| Employer contribution / active EE | $663 | $3,120-78.8% | $2,356-71.9% | $4,837-86.3% |
| Participant deferral / active EE | $663 | $4,616-85.6% | $3,849-82.8% | $6,341-89.5% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |