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 8-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 | $6,917 | $228,332-97.0% | $185,823-96.3% | $158,922-95.6% |
| Participation rate | 28.6% | 82.3%-53.7pp | 78.0%-49.5pp | 82.0%-53.4pp |
| Annual return | 33.93% | 40.80%-6.9pp | 35.95%-2.0pp | 302.83%-268.9pp |
| Employer contribution / active EE | $699 | $4,967-85.9% | $4,087-82.9% | $4,761-85.3% |
| Participant deferral / active EE | $662 | $6,415-89.7% | $5,632-88.3% | $5,982-88.9% |
| Admin fee / account holder | $191 | $11,864-98.4% | $9,500-98.0% | $11,246-98.3% |