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 | $1,887 | $60,124-96.9% | $90,404-97.9% | $79,858-97.6% |
| Participation rate | 58.5% | 65.0%-6.5pp | 72.7%-14.2pp | 69.6%-11.2pp |
| Annual return | 77.21% | 71.94%+5.3pp | 1293.02%-1215.8pp | 31.71%+45.5pp |
| Employer contribution / active EE | $496 | $2,068-76.0% | $3,262-84.8% | $2,471-79.9% |
| Participant deferral / active EE | $506 | $2,938-82.8% | $3,963-87.2% | $3,740-86.5% |
| Admin fee / account holder | $107 | $3,976-97.3% | $5,611-98.1% | $5,306-98.0% |