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 | $179,726-94.4% | $156,263-93.6% | $142,382-93.0% |
| Participation rate | 16.7% | 82.1%-65.4pp | 78.9%-62.2pp | 80.1%-63.5pp |
| Annual return | 19.78% | 77.86%-58.1pp | 59.47%-39.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $780 | $6,956-88.8% | $6,158-87.3% | $6,507-88.0% |
| Admin fee / account holder | $36 | $17,272-99.8% | $14,255-99.7% | $12,624-99.7% |