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 5-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 | $9,763 | $102,604-90.5% | $86,188-88.7% | $139,434-93.0% |
| Participation rate | 31.8% | 74.5%-42.7pp | 69.0%-37.1pp | 80.3%-48.5pp |
| Annual return | 10.55% | 1922.51%-1912.0pp | 1168.45%-1157.9pp | 372.94%-362.4pp |
| Employer contribution / active EE | $670 | $3,032-77.9% | $2,380-71.9% | $4,751-85.9% |
| Participant deferral / active EE | $884 | $4,676-81.1% | $3,985-77.8% | $6,710-86.8% |
| Admin fee / account holder | $125 | $8,657-98.6% | $6,852-98.2% | $11,403-98.9% |