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 | $9,989 | $178,174-94.4% | $156,181-93.6% | $137,256-92.7% |
| Participation rate | 16.7% | 82.0%-65.4pp | 78.8%-62.2pp | 80.0%-63.3pp |
| Annual return | 19.78% | 84.19%-64.4pp | 64.87%-45.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $780 | $6,888-88.7% | $6,132-87.3% | $6,407-87.8% |
| Admin fee / account holder | $36 | $17,404-99.8% | $14,586-99.8% | $12,270-99.7% |