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 9-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 | $10,573 | $154,117-93.1% | $129,995-91.9% | $139,434-92.4% |
| Participation rate | 58.3% | 82.0%-23.6pp | 78.5%-20.2pp | 80.3%-22.0pp |
| Annual return | 12.43% | 32.48%-20.0pp | -137.18%+149.6pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,269 | $5,289-76.0% | $4,320-70.6% | $4,751-73.3% |
| Participant deferral / active EE | $1,648 | $6,710-75.4% | $5,820-71.7% | $6,710-75.4% |
| Admin fee / account holder | $37 | $14,007-99.7% | $10,614-99.7% | $11,403-99.7% |