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 | $8,669 | $65,395-86.7% | $182,532-95.3% | $72,985-88.1% |
| Participation rate | 47.9% | 65.4%-17.5pp | 78.0%-30.0pp | 69.5%-21.5pp |
| Annual return | 57.85% | 27.68%+30.2pp | 148.54%-90.7pp | 81.00%-23.2pp |
| Employer contribution / active EE | $422 | $1,911-77.9% | $4,076-89.7% | $2,440-82.7% |
| Participant deferral / active EE | $950 | $3,563-73.3% | $5,524-82.8% | $3,607-73.7% |
| Admin fee / account holder | $177 | $4,245-95.8% | $8,592-97.9% | $5,124-96.5% |