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 5-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 | $9,695 | $56,972-83.0% | $182,532-94.7% | $65,185-85.1% |
| Participation rate | 21.9% | 66.5%-44.6pp | 78.0%-56.1pp | 70.2%-48.3pp |
| Annual return | 190.91% | 27.67%+163.2pp | 148.54%+42.4pp | 29.38%+161.5pp |
| Employer contribution / active EE | $416 | $1,615-74.2% | $4,076-89.8% | $2,177-80.9% |
| Participant deferral / active EE | $539 | $3,526-84.7% | $5,524-90.2% | $3,514-84.7% |
| Admin fee / account holder | $130 | $528-75.3% | $8,592-98.5% | $847-84.6% |