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 8-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 | $9,465 | $95,971-90.1% | $74,550-87.3% | $135,375-93.0% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | 26.81% | 56.96%-30.2pp | 32.53%-5.7pp | 519.73%-492.9pp |
| Employer contribution / active EE | $396 | $2,716-85.4% | $1,961-79.8% | $4,779-91.7% |
| Participant deferral / active EE | $396 | $3,843-89.7% | $3,108-87.3% | $5,609-92.9% |
| Admin fee / account holder | $55 | $6,522-99.2% | $5,060-98.9% | $10,827-99.5% |