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 6-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 | $5,445 | $98,750-94.5% | $149,696-96.4% | $79,858-93.2% |
| Participation rate | 43.6% | 75.8%-32.2pp | 82.5%-38.9pp | 69.6%-26.0pp |
| Annual return | 151.17% | 27.43%+123.7pp | 276.60%-125.4pp | 31.71%+119.5pp |
| Employer contribution / active EE | $868 | $3,216-73.0% | $4,644-81.3% | $2,471-64.9% |
| Participant deferral / active EE | $1,232 | $5,680-78.3% | $6,842-82.0% | $3,740-67.0% |
| Admin fee / account holder | $49 | $6,053-99.2% | $9,309-99.5% | $5,306-99.1% |