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 | $16,154 | $202,318-92.0% | $172,739-90.6% | $152,861-89.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 23.70% | 1029.65%-1006.0pp | 802.84%-779.1pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,388 | $5,856-76.3% | $5,143-73.0% | $4,762-70.9% |
| Participant deferral / active EE | $1,938 | $5,948-67.4% | $5,198-62.7% | $5,850-66.9% |
| Admin fee / account holder | $133 | $17,109-99.2% | $13,954-99.0% | $11,596-98.8% |