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 | $8,968 | $112,881-92.1% | $90,951-90.1% | $158,922-94.4% |
| Participation rate | 35.3% | 74.7%-39.4pp | 69.0%-33.7pp | 82.0%-46.7pp |
| Annual return | 25.30% | 215.79%-190.5pp | 134.60%-109.3pp | 302.83%-277.5pp |
| Employer contribution / active EE | $454 | $2,893-84.3% | $2,122-78.6% | $4,761-90.5% |
| Participant deferral / active EE | $473 | $4,128-88.6% | $3,373-86.0% | $5,982-92.1% |
| Admin fee / account holder | $28 | $8,041-99.7% | $5,959-99.5% | $11,246-99.8% |