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 | $6,501 | $99,032-93.4% | $80,019-91.9% | $135,375-95.2% |
| Participation rate | 61.1% | 78.4%-17.2pp | 75.8%-14.7pp | 82.6%-21.5pp |
| Annual return | 516.99% | 15.39%+501.6pp | 11.22%+505.8pp | 519.73%-2.7pp |
| Employer contribution / active EE | $603 | $3,043-80.2% | $2,468-75.5% | $4,779-87.4% |
| Participant deferral / active EE | $674 | $4,282-84.3% | $3,686-81.7% | $5,609-88.0% |
| Admin fee / account holder | $231 | $10,436-97.8% | $6,521-96.5% | $10,827-97.9% |