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 9-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 | $3,221 | $55,706-94.2% | $75,886-95.8% | $72,985-95.6% |
| Participation rate | 15.4% | 61.1%-45.7pp | 69.3%-53.9pp | 69.5%-54.1pp |
| Annual return | 43.44% | 27.59%+15.8pp | 30.76%+12.7pp | 81.00%-37.6pp |
| Employer contribution / active EE | $392 | $1,687-76.8% | $2,500-84.3% | $2,440-84.0% |
| Participant deferral / active EE | $804 | $2,634-69.5% | $3,603-77.7% | $3,607-77.7% |
| Admin fee / account holder | $208 | $3,978-94.8% | $5,418-96.2% | $5,124-96.0% |