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 | $7,145 | $102,616-93.0% | $81,983-91.3% | $158,922-95.5% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.2%-29.2pp | 82.0%-42.0pp |
| Annual return | 27.73% | 61.04%-33.3pp | 41.31%-13.6pp | 302.83%-275.1pp |
| Employer contribution / active EE | $455 | $3,240-86.0% | $2,498-81.8% | $4,761-90.4% |
| Participant deferral / active EE | $682 | $4,648-85.3% | $3,722-81.7% | $5,982-88.6% |
| Admin fee / account holder | $27 | $8,235-99.7% | $5,664-99.5% | $11,246-99.8% |