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 | $9,847 | $127,777-92.3% | $106,548-90.8% | $167,490-94.1% |
| Participation rate | 25.0% | 78.3%-53.3pp | 76.1%-51.1pp | 82.1%-57.1pp |
| Annual return | 43.67% | 33.87%+9.8pp | 26.80%+16.9pp | 478.56%-434.9pp |
| Employer contribution / active EE | $676 | $3,427-80.3% | $2,819-76.0% | $4,837-86.0% |
| Participant deferral / active EE | $1,225 | $5,087-75.9% | $4,398-72.2% | $6,341-80.7% |
| Admin fee / account holder | $88 | $11,228-99.2% | $7,407-98.8% | $12,309-99.3% |