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 | $15,794 | $82,664-80.9% | $125,339-87.4% | $68,494-76.9% |
| Participation rate | 38.5% | 75.0%-36.6pp | 82.4%-43.9pp | 67.9%-29.4pp |
| Annual return | 19.22% | -5.97%+25.2pp | 572.05%-552.8pp | -7.84%+27.1pp |
| Employer contribution / active EE | $1,011 | $3,381-70.1% | $4,814-79.0% | $2,596-61.0% |
| Participant deferral / active EE | $1,395 | $6,110-77.2% | $7,446-81.3% | $4,027-65.4% |
| Admin fee / account holder | $19 | $6,275-99.7% | $10,010-99.8% | $5,403-99.7% |