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 | $9,665 | $51,576-81.3% | $129,207-92.5% | $80,856-88.0% |
| Participation rate | 3.6% | 57.0%-53.4pp | 69.6%-66.0pp | 67.6%-64.1pp |
| Annual return | 12.95% | 20.81%-7.9pp | 9417.33%-9404.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $281 | $2,669-89.5% | $4,168-93.3% | $4,296-93.5% |
| Admin fee / account holder | $55 | $4,305-98.7% | $7,715-99.3% | $6,918-99.2% |