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 6-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 | $8,534 | $61,052-86.0% | $142,863-94.0% | $79,386-89.2% |
| Participation rate | 10.1% | 60.1%-50.0pp | 71.9%-61.9pp | 70.7%-60.6pp |
| Annual return | 31.55% | 16.02%+15.5pp | 5637.54%-5606.0pp | 116.85%-85.3pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,144-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $656 | $2,879-77.2% | $3,837-82.9% | $4,046-83.8% |
| Admin fee / account holder | $146 | $659-77.9% | $6,560-97.8% | $626-76.7% |