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 | $11,321 | $95,416-88.1% | $185,823-93.9% | $85,850-86.8% |
| Participation rate | 48.4% | 68.8%-20.4pp | 81.7%-33.3pp | 69.3%-20.9pp |
| Annual return | 16.79% | 23.59%-6.8pp | 122.05%-105.3pp | 318.53%-301.7pp |
| Employer contribution / active EE | $950 | $3,314-71.3% | $5,167-81.6% | $2,565-63.0% |
| Participant deferral / active EE | $950 | $3,423-72.3% | $5,568-82.9% | $3,952-76.0% |
| Admin fee / account holder | $297 | $7,213-95.9% | $16,237-98.2% | $6,260-95.2% |