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 | $8,213 | $142,405-94.2% | $115,157-92.9% | $152,861-94.6% |
| Participation rate | 18.2% | 82.4%-64.2pp | 75.9%-57.7pp | 82.4%-64.3pp |
| Annual return | 50.89% | 41.48%+9.4pp | 35.60%+15.3pp | 345.32%-294.4pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,269 | $5,164-75.4% | $4,168-69.5% | $5,850-78.3% |
| Admin fee / account holder | $35 | $8,462-99.6% | $7,088-99.5% | $11,596-99.7% |