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 | $13,346 | $115,882-88.5% | $100,516-86.7% | $158,922-91.6% |
| Participation rate | 29.4% | 81.6%-52.2pp | 79.4%-50.0pp | 82.0%-52.5pp |
| Annual return | 47.24% | 34.79%+12.5pp | 30.89%+16.4pp | 302.83%-255.6pp |
| Employer contribution / active EE | $1,197 | $4,103-70.8% | $3,418-65.0% | $4,761-74.9% |
| Participant deferral / active EE | $1,477 | $6,674-77.9% | $6,270-76.4% | $5,982-75.3% |
| Admin fee / account holder | $56 | $10,995-99.5% | $8,081-99.3% | $11,246-99.5% |