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 | $4,622 | $49,177-90.6% | $79,464-94.2% | $64,186-92.8% |
| Participation rate | 26.0% | 65.0%-39.0pp | 73.3%-47.3pp | 69.6%-43.6pp |
| Annual return | 199.22% | -1.16%+200.4pp | 718.14%-518.9pp | 7.63%+191.6pp |
| Employer contribution / active EE | $364 | $2,076-82.5% | $2,800-87.0% | $2,381-84.7% |
| Participant deferral / active EE | $524 | $2,821-81.4% | $3,704-85.8% | $3,470-84.9% |
| Admin fee / account holder | $28 | $3,839-99.3% | $5,113-99.5% | $4,888-99.4% |