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 | $7,534 | $183,963-95.9% | $162,163-95.4% | $152,861-95.1% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 40.34% | 150.76%-110.4pp | 115.59%-75.2pp | 345.32%-305.0pp |
| Employer contribution / active EE | $1,398 | $6,371-78.1% | $5,614-75.1% | $4,762-70.6% |
| Participant deferral / active EE | $1,496 | $8,034-81.4% | $7,298-79.5% | $5,850-74.4% |
| Admin fee / account holder | $67 | $13,121-99.5% | $10,843-99.4% | $11,596-99.4% |