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 | $8,667 | $57,281-84.9% | $86,612-90.0% | $75,163-88.5% |
| Participation rate | 45.0% | 63.2%-18.2pp | 71.7%-26.7pp | 67.2%-22.2pp |
| Annual return | 19.10% | 2670.75%-2651.6pp | 591.07%-572.0pp | 160.62%-141.5pp |
| Employer contribution / active EE | $736 | $2,314-68.2% | $3,022-75.7% | $2,670-72.4% |
| Participant deferral / active EE | $780 | $3,318-76.5% | $4,438-82.4% | $4,125-81.1% |
| Admin fee / account holder | $153 | $4,112-96.3% | $5,614-97.3% | $5,651-97.3% |