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 9-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 | $6,063 | $52,279-88.4% | $89,391-93.2% | $79,858-92.4% |
| Participation rate | 61.5% | 57.5%+4.0pp | 68.0%-6.4pp | 69.6%-8.1pp |
| Annual return | 14.73% | 22.16%-7.4pp | 245.62%-230.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $415 | $1,572-73.6% | $2,586-83.9% | $2,471-83.2% |
| Participant deferral / active EE | $555 | $2,740-79.8% | $3,890-85.7% | $3,740-85.2% |
| Admin fee / account holder | $169 | $3,356-95.0% | $4,881-96.5% | $5,306-96.8% |