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 | $5,388 | $77,419-93.0% | $69,455-92.2% | $152,861-96.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.4%-32.4pp |
| Annual return | 18.43% | 39.06%-20.6pp | 28.97%-10.5pp | 345.32%-326.9pp |
| Employer contribution / active EE | $536 | $3,315-83.8% | $2,779-80.7% | $4,762-88.8% |
| Participant deferral / active EE | $820 | $4,414-81.4% | $3,535-76.8% | $5,850-86.0% |
| Admin fee / account holder | $115 | $6,207-98.1% | $3,839-97.0% | $11,596-99.0% |