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 6-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 | $4,350 | $115,770-96.2% | $101,248-95.7% | $158,922-97.3% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 69.53% | 56.14%+13.4pp | 46.47%+23.1pp | 302.83%-233.3pp |
| Employer contribution / active EE | $1,353 | $4,175-67.6% | $3,660-63.0% | $4,761-71.6% |
| Participant deferral / active EE | $678 | $4,957-86.3% | $4,370-84.5% | $5,982-88.7% |
| Admin fee / account holder | $270 | $7,245-96.3% | $5,945-95.5% | $11,246-97.6% |