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 7-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 | $8,577 | $112,881-92.4% | $90,951-90.6% | $158,922-94.6% |
| Participation rate | 25.0% | 74.7%-49.7pp | 69.0%-44.0pp | 82.0%-57.0pp |
| Annual return | 101.34% | 215.79%-114.5pp | 134.60%-33.3pp | 302.83%-201.5pp |
| Employer contribution / active EE | $518 | $2,893-82.1% | $2,122-75.6% | $4,761-89.1% |
| Participant deferral / active EE | $986 | $4,128-76.1% | $3,373-70.8% | $5,982-83.5% |
| Admin fee / account holder | $49 | $8,041-99.4% | $5,959-99.2% | $11,246-99.6% |