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 | $14,134 | $117,381-88.0% | $99,443-85.8% | $152,861-90.8% |
| Participation rate | 40.0% | 77.5%-37.5pp | 73.8%-33.8pp | 82.4%-42.4pp |
| Annual return | 25.10% | 31.87%-6.8pp | 30.72%-5.6pp | 345.32%-320.2pp |
| Employer contribution / active EE | $682 | $3,013-77.4% | $2,540-73.1% | $4,762-85.7% |
| Participant deferral / active EE | $682 | $4,086-83.3% | $3,619-81.2% | $5,850-88.3% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |