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 | $6,097 | $100,852-94.0% | $90,404-93.3% | $158,922-96.2% |
| Participation rate | 30.8% | 75.0%-44.3pp | 72.7%-41.9pp | 82.0%-51.2pp |
| Annual return | 25.33% | 1724.20%-1698.9pp | 1293.02%-1267.7pp | 302.83%-277.5pp |
| Employer contribution / active EE | $254 | $3,689-93.1% | $3,262-92.2% | $4,761-94.7% |
| Participant deferral / active EE | $360 | $4,348-91.7% | $3,963-90.9% | $5,982-94.0% |
| Admin fee / account holder | $42 | $6,501-99.4% | $5,611-99.2% | $11,246-99.6% |