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 | $11,418 | $86,286-86.8% | $111,297-89.7% | $85,850-86.7% |
| Participation rate | 11.1% | 73.3%-62.2pp | 77.3%-66.2pp | 69.3%-58.2pp |
| Annual return | 19.15% | 19.99%-0.8pp | 54.65%-35.5pp | 318.53%-299.4pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $319 | $3,641-91.2% | $4,487-92.9% | $3,952-91.9% |
| Admin fee / account holder | $38 | $8,188-99.5% | $7,964-99.5% | $6,260-99.4% |