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 3-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 | $6,181 | $117,841-94.8% | $102,423-94.0% | $145,922-95.8% |
| Participation rate | 12.5% | 78.6%-66.1pp | 76.5%-64.0pp | 80.3%-67.8pp |
| Annual return | 12.70% | 31.65%-18.9pp | 29.32%-16.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $208 | $5,731-96.4% | $5,053-95.9% | $6,688-96.9% |
| Admin fee / account holder | $23 | $13,326-99.8% | $9,451-99.8% | $13,397-99.8% |