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 | $5,955 | $104,251-94.3% | $91,001-93.5% | $147,584-96.0% |
| Participation rate | 65.0% | 78.2%-13.2pp | 75.6%-10.6pp | 82.8%-17.8pp |
| Annual return | 28.44% | 27.06%+1.4pp | 4.60%+23.8pp | 578.55%-550.1pp |
| Employer contribution / active EE | $987 | $3,116-68.3% | $2,456-59.8% | $4,876-79.8% |
| Participant deferral / active EE | $1,086 | $4,195-74.1% | $3,547-69.4% | $5,439-80.0% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |