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 | $15,195 | $118,680-87.2% | $98,907-84.6% | $158,922-90.4% |
| Participation rate | 36.8% | 77.8%-41.0pp | 76.0%-39.2pp | 82.0%-45.1pp |
| Annual return | 26.48% | 372.35%-345.9pp | 196.43%-169.9pp | 302.83%-276.3pp |
| Employer contribution / active EE | $740 | $3,333-77.8% | $2,689-72.5% | $4,761-84.5% |
| Participant deferral / active EE | $1,145 | $5,088-77.5% | $4,244-73.0% | $5,982-80.9% |
| Admin fee / account holder | $52 | $10,131-99.5% | $6,642-99.2% | $11,246-99.5% |