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 | $10,769 | $72,492-85.1% | $87,100-87.6% | $72,985-85.2% |
| Participation rate | 58.8% | 72.8%-14.0pp | 76.9%-18.0pp | 69.5%-10.7pp |
| Annual return | 25.79% | 24.46%+1.3pp | 28.19%-2.4pp | 81.00%-55.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,300 | $3,270-60.2% | $4,049-67.9% | $3,607-64.0% |
| Admin fee / account holder | $19 | $5,055-99.6% | $7,497-99.7% | $5,124-99.6% |