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 | $4,261 | $72,012-94.1% | $185,823-97.7% | $79,858-94.7% |
| Participation rate | 40.0% | 65.8%-25.8pp | 78.0%-38.0pp | 69.6%-29.6pp |
| Annual return | 165.93% | 23.12%+142.8pp | 35.95%+130.0pp | 31.71%+134.2pp |
| Employer contribution / active EE | $460 | $1,965-76.6% | $4,087-88.7% | $2,471-81.4% |
| Participant deferral / active EE | $1,058 | $3,779-72.0% | $5,632-81.2% | $3,740-71.7% |
| Admin fee / account holder | $5 | $4,513-99.9% | $9,500-100.0% | $5,306-99.9% |