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 | $7,765 | $56,114-86.2% | $96,139-91.9% | $85,850-91.0% |
| Participation rate | 69.7% | 56.7%+13.0pp | 68.4%+1.3pp | 69.3%+0.4pp |
| Annual return | 12.72% | 42.30%-29.6pp | 191.94%-179.2pp | 318.53%-305.8pp |
| Employer contribution / active EE | $535 | $1,620-67.0% | $2,797-80.9% | $2,565-79.1% |
| Participant deferral / active EE | $621 | $2,859-78.3% | $4,349-85.7% | $3,952-84.3% |
| Admin fee / account holder | $39 | $3,768-99.0% | $5,537-99.3% | $6,260-99.4% |