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 | $5,217 | $105,931-95.1% | $81,930-93.6% | $158,922-96.7% |
| Participation rate | 42.9% | 75.6%-32.8pp | 72.0%-29.1pp | 82.0%-39.1pp |
| Annual return | 23.39% | 38.17%-14.8pp | 29.49%-6.1pp | 302.83%-279.4pp |
| Employer contribution / active EE | $502 | $7,800-93.6% | $4,310-88.3% | $4,761-89.5% |
| Participant deferral / active EE | $619 | $13,003-95.2% | $7,107-91.3% | $5,982-89.6% |
| Admin fee / account holder | $39 | $8,489-99.5% | $5,158-99.2% | $11,246-99.7% |