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 | $10,148 | $96,484-89.5% | $75,886-86.6% | $152,861-93.4% |
| Participation rate | 47.4% | 76.2%-28.8pp | 69.3%-21.9pp | 82.4%-35.1pp |
| Annual return | 22.86% | 33.98%-11.1pp | 30.76%-7.9pp | 345.32%-322.5pp |
| Employer contribution / active EE | $783 | $3,309-76.3% | $2,500-68.7% | $4,762-83.5% |
| Participant deferral / active EE | $994 | $4,553-78.2% | $3,603-72.4% | $5,850-83.0% |
| Admin fee / account holder | $15 | $8,078-99.8% | $5,418-99.7% | $11,596-99.9% |