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 | $9,285 | $755,339-98.8% | $379,746-97.6% | $158,922-94.2% |
| Participation rate | 40.0% | 81.8%-41.8pp | 78.4%-38.4pp | 82.0%-42.0pp |
| Annual return | 80.11% | 53.41%+26.7pp | 34.90%+45.2pp | 302.83%-222.7pp |
| Employer contribution / active EE | $998 | $4,685-78.7% | $3,540-71.8% | $4,761-79.0% |
| Participant deferral / active EE | $1,692 | $7,938-78.7% | $6,024-71.9% | $5,982-71.7% |
| Admin fee / account holder | $17 | $14,482-99.9% | $7,927-99.8% | $11,246-99.8% |