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 | $6,415 | $228,332-97.2% | $185,823-96.5% | $158,922-96.0% |
| Participation rate | 40.9% | 82.3%-41.4pp | 78.0%-37.1pp | 82.0%-41.0pp |
| Annual return | 24.28% | 40.80%-16.5pp | 35.95%-11.7pp | 302.83%-278.5pp |
| Employer contribution / active EE | $568 | $4,967-88.6% | $4,087-86.1% | $4,761-88.1% |
| Participant deferral / active EE | $828 | $6,415-87.1% | $5,632-85.3% | $5,982-86.2% |
| Admin fee / account holder | $248 | $11,864-97.9% | $9,500-97.4% | $11,246-97.8% |