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 | $10,509 | $98,750-89.4% | $149,696-93.0% | $79,858-86.8% |
| Participation rate | 50.9% | 75.8%-24.9pp | 82.5%-31.6pp | 69.6%-18.7pp |
| Annual return | 33.87% | 27.43%+6.4pp | 276.60%-242.7pp | 31.71%+2.2pp |
| Employer contribution / active EE | $942 | $3,216-70.7% | $4,644-79.7% | $2,471-61.9% |
| Participant deferral / active EE | $1,719 | $5,680-69.7% | $6,842-74.9% | $3,740-54.0% |
| Admin fee / account holder | $141 | $6,053-97.7% | $9,309-98.5% | $5,306-97.3% |