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 | $2,353 | $84,233-97.2% | $170,442-98.6% | $70,131-96.6% |
| Participation rate | 52.8% | 70.8%-18.0pp | 83.6%-30.8pp | 69.5%-16.7pp |
| Annual return | 19.30% | 23.06%-3.8pp | 205.93%-186.6pp | 73.14%-53.8pp |
| Employer contribution / active EE | $443 | $3,387-86.9% | $5,433-91.8% | $2,342-81.1% |
| Participant deferral / active EE | $505 | $3,086-83.6% | $4,939-89.8% | $3,332-84.8% |
| Admin fee / account holder | $99 | $5,698-98.3% | $13,880-99.3% | $4,645-97.9% |