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 3-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 | $9,860 | $91,037-89.2% | $71,671-86.2% | $147,584-93.3% |
| Participation rate | 20.0% | 76.1%-56.1pp | 68.7%-48.7pp | 82.8%-62.8pp |
| Annual return | 28.88% | 20.48%+8.4pp | 20.65%+8.2pp | 578.55%-549.7pp |
| Employer contribution / active EE | $619 | $3,327-81.4% | $2,460-74.8% | $4,876-87.3% |
| Participant deferral / active EE | $898 | $4,498-80.0% | $3,438-73.9% | $5,439-83.5% |
| Admin fee / account holder | $40 | $8,613-99.5% | $5,558-99.3% | $10,885-99.6% |