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 | $5,566 | $105,181-94.7% | $159,436-96.5% | $85,850-93.5% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.8%-25.7pp | 69.3%-12.2pp |
| Annual return | 30.24% | 45.07%-14.8pp | 263.57%-233.3pp | 318.53%-288.3pp |
| Employer contribution / active EE | $948 | $3,318-71.4% | $4,829-80.4% | $2,565-63.0% |
| Participant deferral / active EE | $1,445 | $5,945-75.7% | $7,352-80.3% | $3,952-63.4% |
| Admin fee / account holder | $19 | $6,933-99.7% | $10,799-99.8% | $6,260-99.7% |