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 | $4,492 | $99,877-95.5% | $84,966-94.7% | $145,922-96.9% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-46.9pp |
| Annual return | 33.81% | 83.76%-49.9pp | 66.38%-32.6pp | 561.29%-527.5pp |
| Employer contribution / active EE | $594 | $3,231-81.6% | $2,727-78.2% | $4,660-87.3% |
| Participant deferral / active EE | $594 | $5,291-88.8% | $4,519-86.9% | $6,688-91.1% |
| Admin fee / account holder | $28 | $7,248-99.6% | $6,149-99.5% | $13,397-99.8% |