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 6-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 | $4,703 | $124,319-96.2% | $111,297-95.8% | $167,490-97.2% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 13.14% | 37.44%-24.3pp | 54.65%-41.5pp | 478.56%-465.4pp |
| Employer contribution / active EE | $941 | $3,435-72.6% | $2,731-65.6% | $4,837-80.6% |
| Participant deferral / active EE | $1,411 | $5,180-72.8% | $4,487-68.5% | $6,341-77.7% |
| Admin fee / account holder | $15 | $10,618-99.9% | $7,964-99.8% | $12,309-99.9% |