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 | $4,132 | $57,065-92.8% | $75,670-94.5% | $70,131-94.1% |
| Participation rate | 43.2% | 68.1%-24.8pp | 72.3%-29.1pp | 69.5%-26.3pp |
| Annual return | 38.69% | 23.57%+15.1pp | 27.34%+11.3pp | 73.14%-34.5pp |
| Employer contribution / active EE | $644 | $1,817-64.5% | $2,352-72.6% | $2,342-72.5% |
| Participant deferral / active EE | $649 | $2,580-74.8% | $3,142-79.3% | $3,332-80.5% |
| Admin fee / account holder | $202 | $3,825-94.7% | $5,800-96.5% | $4,645-95.7% |