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 | $8,454 | $63,346-86.7% | $92,233-90.8% | $70,131-87.9% |
| Participation rate | 14.0% | 68.7%-54.7pp | 76.5%-62.5pp | 69.5%-55.6pp |
| Annual return | 29.29% | 530.12%-500.8pp | 176.28%-147.0pp | 73.14%-43.9pp |
| Employer contribution / active EE | $502 | $2,471-79.7% | $3,679-86.4% | $2,342-78.6% |
| Participant deferral / active EE | $404 | $2,854-85.9% | $3,897-89.6% | $3,332-87.9% |
| Admin fee / account holder | $84 | $3,840-97.8% | $5,194-98.4% | $4,645-98.2% |