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 7-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 | $3,401 | $37,426-90.9% | $77,482-95.6% | $79,858-95.7% |
| Participation rate | 29.8% | 41.5%-11.7pp | 54.2%-24.4pp | 69.6%-39.8pp |
| Annual return | 142.27% | 39.70%+102.6pp | 54.79%+87.5pp | 31.71%+110.6pp |
| Employer contribution / active EE | $144 | $637-77.4% | $986-85.4% | $2,471-94.2% |
| Participant deferral / active EE | $194 | $1,260-84.6% | $1,861-89.6% | $3,740-94.8% |
| Admin fee / account holder | $25 | $2,504-99.0% | $2,858-99.1% | $5,306-99.5% |