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 | $5,469 | $78,422-93.0% | $95,952-94.3% | $79,858-93.2% |
| Participation rate | 61.9% | 73.5%-11.6pp | 77.1%-15.2pp | 69.6%-7.7pp |
| Annual return | 27.04% | 19.37%+7.7pp | 91.61%-64.6pp | 31.71%-4.7pp |
| Employer contribution / active EE | $568 | $1,945-70.8% | $2,541-77.6% | $2,471-77.0% |
| Participant deferral / active EE | $909 | $3,440-73.6% | $4,167-78.2% | $3,740-75.7% |
| Admin fee / account holder | $140 | $5,622-97.5% | $6,795-97.9% | $5,306-97.4% |