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 9-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 | $5,900 | $77,899-92.4% | $149,673-96.1% | $75,163-92.2% |
| Participation rate | 12.7% | 65.6%-52.9pp | 78.8%-66.1pp | 67.2%-54.5pp |
| Annual return | 14.67% | 31.72%-17.1pp | 134.42%-119.7pp | 160.62%-146.0pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $168 | $3,411-95.1% | $5,680-97.0% | $4,125-95.9% |
| Admin fee / account holder | $149 | $5,956-97.5% | $13,210-98.9% | $5,651-97.4% |