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 7-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 | $10,365 | $61,156-83.1% | $185,823-94.4% | $79,386-86.9% |
| Participation rate | 31.3% | 66.6%-35.4pp | 81.7%-50.5pp | 70.7%-39.5pp |
| Annual return | 83.68% | 19.45%+64.2pp | 122.05%-38.4pp | 116.85%-33.2pp |
| Employer contribution / active EE | $1,655 | $2,321-28.7% | $5,167-68.0% | $2,427-31.8% |
| Participant deferral / active EE | $695 | $2,789-75.1% | $5,568-87.5% | $4,046-82.8% |
| Admin fee / account holder | $131 | $710-81.5% | $16,237-99.2% | $626-79.1% |