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 | $3,444 | $78,422-95.6% | $95,952-96.4% | $79,858-95.7% |
| Participation rate | 40.4% | 73.5%-33.1pp | 77.1%-36.6pp | 69.6%-29.2pp |
| Annual return | 42.51% | 19.37%+23.1pp | 91.61%-49.1pp | 31.71%+10.8pp |
| Employer contribution / active EE | $824 | $1,945-57.6% | $2,541-67.6% | $2,471-66.7% |
| Participant deferral / active EE | $300 | $3,440-91.3% | $4,167-92.8% | $3,740-92.0% |
| Admin fee / account holder | $148 | $5,622-97.4% | $6,795-97.8% | $5,306-97.2% |