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 | $18,627 | $98,750-81.1% | $149,696-87.6% | $79,858-76.7% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 95.00% | 27.43%+67.6pp | 276.60%-181.6pp | 31.71%+63.3pp |
| Employer contribution / active EE | $708 | $3,216-78.0% | $4,644-84.8% | $2,471-71.4% |
| Participant deferral / active EE | $1,582 | $5,680-72.2% | $6,842-76.9% | $3,740-57.7% |
| Admin fee / account holder | $39 | $6,053-99.3% | $9,309-99.6% | $5,306-99.3% |