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 5-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 | $5,650 | $95,416-94.1% | $185,823-97.0% | $85,850-93.4% |
| Participation rate | 54.2% | 68.8%-14.6pp | 81.7%-27.5pp | 69.3%-15.1pp |
| Annual return | 16.73% | 23.59%-6.9pp | 122.05%-105.3pp | 318.53%-301.8pp |
| Employer contribution / active EE | $584 | $3,314-82.4% | $5,167-88.7% | $2,565-77.2% |
| Participant deferral / active EE | $948 | $3,423-72.3% | $5,568-83.0% | $3,952-76.0% |
| Admin fee / account holder | $100 | $7,213-98.6% | $16,237-99.4% | $6,260-98.4% |