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 | $10,481 | $98,750-89.4% | $149,696-93.0% | $79,858-86.9% |
| Participation rate | 54.5% | 75.8%-21.2pp | 82.5%-27.9pp | 69.6%-15.1pp |
| Annual return | 39.51% | 27.43%+12.1pp | 276.60%-237.1pp | 31.71%+7.8pp |
| Employer contribution / active EE | $890 | $3,216-72.3% | $4,644-80.8% | $2,471-64.0% |
| Participant deferral / active EE | $1,817 | $5,680-68.0% | $6,842-73.4% | $3,740-51.4% |
| Admin fee / account holder | $277 | $6,053-95.4% | $9,309-97.0% | $5,306-94.8% |