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 3-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 | $12,033 | $126,574-90.5% | $106,213-88.7% | $145,922-91.8% |
| Participation rate | 53.8% | 77.6%-23.8pp | 75.3%-21.4pp | 80.3%-26.4pp |
| Annual return | 18.97% | 224.79%-205.8pp | 116.14%-97.2pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,173 | $3,730-68.6% | $3,171-63.0% | $4,660-74.8% |
| Participant deferral / active EE | $1,526 | $5,724-73.3% | $5,016-69.6% | $6,688-77.2% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |