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 | $6,633 | $180,028-96.3% | $138,135-95.2% | $158,922-95.8% |
| Participation rate | 50.0% | 82.2%-32.2pp | 78.7%-28.7pp | 82.0%-32.0pp |
| Annual return | 11.19% | 21.68%-10.5pp | 20.51%-9.3pp | 302.83%-291.6pp |
| Employer contribution / active EE | $3,313 | $7,470-55.7% | $5,587-40.7% | $4,761-30.4% |
| Participant deferral / active EE | $1,375 | $7,717-82.2% | $6,431-78.6% | $5,982-77.0% |
| Admin fee / account holder | $11 | $17,912-99.9% | $11,856-99.9% | $11,246-99.9% |