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 8-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 | $14,353 | $138,044-89.6% | $125,339-88.5% | $134,475-89.3% |
| Participation rate | 52.2% | 84.5%-32.3pp | 82.4%-30.2pp | 81.2%-29.0pp |
| Annual return | -16.43% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,012 | $5,243-80.7% | $4,814-79.0% | $4,740-78.6% |
| Participant deferral / active EE | $1,514 | $7,799-80.6% | $7,446-79.7% | $6,400-76.3% |
| Admin fee / account holder | $187 | $11,571-98.4% | $10,010-98.1% | $11,426-98.4% |