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 | $17,182 | $144,119-88.1% | $117,854-85.4% | $147,584-88.4% |
| Participation rate | 58.3% | 83.4%-25.1pp | 79.7%-21.3pp | 82.8%-24.5pp |
| Annual return | 18.63% | 531.15%-512.5pp | 335.08%-316.4pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,033 | $4,896-78.9% | $3,786-72.7% | $4,876-78.8% |
| Participant deferral / active EE | $618 | $5,316-88.4% | $4,482-86.2% | $5,439-88.6% |
| Admin fee / account holder | $40 | $10,886-99.6% | $8,020-99.5% | $10,885-99.6% |