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 6-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 | $15,033 | $110,257-86.4% | $96,544-84.4% | $139,434-89.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 25.63% | 26.32%-0.7pp | 25.84%-0.2pp | 372.94%-347.3pp |
| Employer contribution / active EE | $1,171 | $3,620-67.6% | $2,965-60.5% | $4,751-75.3% |
| Participant deferral / active EE | $1,358 | $5,548-75.5% | $4,851-72.0% | $6,710-79.8% |
| Admin fee / account holder | $54 | $11,591-99.5% | $8,252-99.3% | $11,403-99.5% |