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 8-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 | $5,970 | $157,256-96.2% | $141,162-95.8% | $152,861-96.1% |
| Participation rate | 68.2% | 84.8%-16.6pp | 82.5%-14.3pp | 82.4%-14.3pp |
| Annual return | 24.08% | 64.32%-40.2pp | 71.39%-47.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,222 | $5,261-76.8% | $4,735-74.2% | $4,762-74.3% |
| Participant deferral / active EE | $1,984 | $7,109-72.1% | $6,709-70.4% | $5,850-66.1% |
| Admin fee / account holder | $126 | $12,120-99.0% | $10,261-98.8% | $11,596-98.9% |