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 8-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 | $8,189 | $106,890-92.3% | $84,015-90.3% | $152,861-94.6% |
| Participation rate | 20.0% | 75.2%-55.2pp | 69.0%-49.0pp | 82.4%-62.4pp |
| Annual return | 88.16% | 104.99%-16.8pp | 71.31%+16.9pp | 345.32%-257.2pp |
| Employer contribution / active EE | $718 | $2,734-73.7% | $1,983-63.8% | $4,762-84.9% |
| Participant deferral / active EE | $931 | $4,011-76.8% | $3,239-71.2% | $5,850-84.1% |
| Admin fee / account holder | $18 | $8,285-99.8% | $6,101-99.7% | $11,596-99.8% |