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 | $5,749 | $60,124-90.4% | $90,404-93.6% | $79,858-92.8% |
| Participation rate | 25.3% | 65.0%-39.7pp | 72.7%-47.4pp | 69.6%-44.3pp |
| Annual return | 18.04% | 71.94%-53.9pp | 1293.02%-1275.0pp | 31.71%-13.7pp |
| Employer contribution / active EE | $268 | $2,068-87.1% | $3,262-91.8% | $2,471-89.2% |
| Participant deferral / active EE | $710 | $2,938-75.8% | $3,963-82.1% | $3,740-81.0% |
| Admin fee / account holder | $99 | $3,976-97.5% | $5,611-98.2% | $5,306-98.1% |