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 5-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 | $9,163 | $70,669-87.0% | $169,368-94.6% | $75,163-87.8% |
| Participation rate | 29.3% | 64.8%-35.5pp | 77.1%-47.9pp | 67.2%-37.9pp |
| Annual return | 53.75% | 36.36%+17.4pp | 405.60%-351.8pp | 160.62%-106.9pp |
| Employer contribution / active EE | $724 | $2,211-67.2% | $4,013-82.0% | $2,670-72.9% |
| Participant deferral / active EE | $718 | $4,311-83.3% | $6,221-88.5% | $4,125-82.6% |
| Admin fee / account holder | $196 | $5,402-96.4% | $9,003-97.8% | $5,651-96.5% |