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 9-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 | $7,473 | $60,124-87.6% | $90,404-91.7% | $79,858-90.6% |
| Participation rate | 10.0% | 65.0%-55.0pp | 72.7%-62.7pp | 69.6%-59.6pp |
| Annual return | 20.50% | 71.94%-51.4pp | 1293.02%-1272.5pp | 31.71%-11.2pp |
| Employer contribution / active EE | $201 | $2,068-90.3% | $3,262-93.8% | $2,471-91.9% |
| Participant deferral / active EE | $224 | $2,938-92.4% | $3,963-94.3% | $3,740-94.0% |
| Admin fee / account holder | $16 | $3,976-99.6% | $5,611-99.7% | $5,306-99.7% |