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 | $9,408 | $100,901-90.7% | $75,670-87.6% | $147,584-93.6% |
| Participation rate | 44.4% | 77.1%-32.7pp | 72.3%-27.9pp | 82.8%-38.4pp |
| Annual return | 21.91% | 35.78%-13.9pp | 27.34%-5.4pp | 578.55%-556.6pp |
| Employer contribution / active EE | $495 | $3,253-84.8% | $2,352-79.0% | $4,876-89.9% |
| Participant deferral / active EE | $607 | $4,027-84.9% | $3,142-80.7% | $5,439-88.8% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |