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 9-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 | $12,684 | $91,190-86.1% | $178,490-92.9% | $79,858-84.1% |
| Participation rate | 24.1% | 69.2%-45.1pp | 81.9%-57.8pp | 69.6%-45.5pp |
| Annual return | 24.56% | 24.19%+0.4pp | 151.07%-126.5pp | 31.71%-7.2pp |
| Employer contribution / active EE | $417 | $3,256-87.2% | $5,011-91.7% | $2,471-83.1% |
| Participant deferral / active EE | $722 | $3,236-77.7% | $5,202-86.1% | $3,740-80.7% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |