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 8-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 | $8,236 | $227,553-96.4% | $189,557-95.7% | $167,490-95.1% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 8.25% | 78.40%-70.1pp | 64.17%-55.9pp | 478.56%-470.3pp |
| Employer contribution / active EE | $739 | $5,316-86.1% | $4,412-83.3% | $4,837-84.7% |
| Participant deferral / active EE | $1,188 | $7,002-83.0% | $6,174-80.8% | $6,341-81.3% |
| Admin fee / account holder | $130 | $11,878-98.9% | $9,807-98.7% | $12,309-98.9% |