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 7-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 | $8,907 | $65,041-86.3% | $90,951-90.2% | $79,858-88.8% |
| Participation rate | 50.9% | 61.6%-10.7pp | 69.0%-18.1pp | 69.6%-18.7pp |
| Annual return | 20.98% | 30.45%-9.5pp | 134.60%-113.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $445 | $1,247-64.4% | $2,122-79.0% | $2,471-82.0% |
| Participant deferral / active EE | $961 | $2,512-61.7% | $3,373-71.5% | $3,740-74.3% |
| Admin fee / account holder | $249 | $4,536-94.5% | $5,959-95.8% | $5,306-95.3% |