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 7-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 | $2,867 | $101,618-97.2% | $93,063-96.9% | $137,256-97.9% |
| Participation rate | 56.3% | 74.9%-18.7pp | 72.1%-15.9pp | 80.0%-23.7pp |
| Annual return | 20.35% | 223.95%-203.6pp | 34.15%-13.8pp | 220.34%-200.0pp |
| Employer contribution / active EE | $383 | $2,707-85.8% | $2,476-84.5% | $4,156-90.8% |
| Participant deferral / active EE | $612 | $4,279-85.7% | $3,958-84.5% | $6,407-90.5% |
| Admin fee / account holder | $50 | $6,198-99.2% | $6,033-99.2% | $12,270-99.6% |