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 | $8,161 | $66,402-87.7% | $109,895-92.6% | $85,850-90.5% |
| Participation rate | 20.0% | 63.9%-43.9pp | 74.2%-54.2pp | 69.3%-49.3pp |
| Annual return | 13.26% | 19.59%-6.3pp | 29.45%-16.2pp | 318.53%-305.3pp |
| Employer contribution / active EE | $301 | $1,687-82.2% | $2,842-89.4% | $2,565-88.3% |
| Participant deferral / active EE | $438 | $2,842-84.6% | $4,048-89.2% | $3,952-88.9% |
| Admin fee / account holder | $163 | $4,557-96.4% | $6,066-97.3% | $6,260-97.4% |