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 | $5,432 | $185,822-97.1% | $169,993-96.8% | $139,434-96.1% |
| Participation rate | 38.1% | 87.8%-49.7pp | 87.0%-48.9pp | 80.3%-42.2pp |
| Annual return | 19.97% | 60.50%-40.5pp | 53.37%-33.4pp | 372.94%-353.0pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $459 | $11,622-96.1% | $10,408-95.6% | $6,710-93.2% |
| Admin fee / account holder | $146 | $15,381-99.1% | $12,815-98.9% | $11,403-98.7% |