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 | $9,515 | $101,069-90.6% | $81,478-88.3% | $147,584-93.6% |
| Participation rate | 28.6% | 74.5%-45.9pp | 68.0%-39.4pp | 82.8%-54.3pp |
| Annual return | 8.89% | 32.40%-23.5pp | 38.78%-29.9pp | 578.55%-569.7pp |
| Employer contribution / active EE | $245 | $3,205-92.3% | $2,568-90.4% | $4,876-95.0% |
| Participant deferral / active EE | $465 | $4,242-89.0% | $3,537-86.8% | $5,439-91.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |