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 7-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 | $7,273 | $102,966-92.9% | $90,281-91.9% | $152,861-95.2% |
| Participation rate | 26.7% | 75.9%-49.2pp | 73.3%-46.6pp | 82.4%-55.8pp |
| Annual return | 37.12% | 95.16%-58.0pp | 78.10%-41.0pp | 345.32%-308.2pp |
| Employer contribution / active EE | $287 | $3,139-90.8% | $2,854-89.9% | $4,762-94.0% |
| Participant deferral / active EE | $729 | $4,281-83.0% | $3,885-81.2% | $5,850-87.5% |
| Admin fee / account holder | $2 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |