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 | $2,885 | $66,402-95.7% | $109,895-97.4% | $85,850-96.6% |
| Participation rate | 29.0% | 63.9%-34.8pp | 74.2%-45.2pp | 69.3%-40.3pp |
| Annual return | 12.62% | 19.59%-7.0pp | 29.45%-16.8pp | 318.53%-305.9pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $13 | $2,842-99.5% | $4,048-99.7% | $3,952-99.7% |
| Admin fee / account holder | $12 | $4,557-99.7% | $6,066-99.8% | $6,260-99.8% |