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 | $16,774 | $214,378-92.2% | $200,582-91.6% | $142,382-88.2% |
| Participation rate | 40.0% | 87.4%-47.4pp | 86.9%-46.9pp | 80.1%-40.1pp |
| Annual return | 11.88% | 46.41%-34.5pp | 42.33%-30.5pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,732 | $6,841-74.7% | $6,419-73.0% | $4,299-59.7% |
| Participant deferral / active EE | $429 | $9,865-95.7% | $9,331-95.4% | $6,507-93.4% |
| Admin fee / account holder | $77 | $17,692-99.6% | $16,305-99.5% | $12,624-99.4% |