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 | $3,678 | $49,922-92.6% | $80,569-95.4% | $75,163-95.1% |
| Participation rate | 42.5% | 55.3%-12.8pp | 67.0%-24.5pp | 67.2%-24.7pp |
| Annual return | 21.00% | 34.69%-13.7pp | 935.43%-914.4pp | 160.62%-139.6pp |
| Employer contribution / active EE | $381 | $1,698-77.6% | $2,723-86.0% | $2,670-85.7% |
| Participant deferral / active EE | $598 | $2,990-80.0% | $4,447-86.6% | $4,125-85.5% |
| Admin fee / account holder | $30 | $3,577-99.2% | $5,377-99.4% | $5,651-99.5% |