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 | $1,404 | $77,899-98.2% | $149,673-99.1% | $75,163-98.1% |
| Participation rate | 3.4% | 65.6%-62.1pp | 78.8%-75.3pp | 67.2%-63.7pp |
| Annual return | 43.24% | 31.72%+11.5pp | 134.42%-91.2pp | 160.62%-117.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $32 | $3,411-99.1% | $5,680-99.4% | $4,125-99.2% |
| Admin fee / account holder | $4 | $5,956-99.9% | $13,210-100.0% | $5,651-99.9% |