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 | $21,849 | $105,181-79.2% | $159,436-86.3% | $85,850-74.6% |
| Participation rate | 53.3% | 75.8%-22.4pp | 82.8%-29.5pp | 69.3%-16.0pp |
| Annual return | 27.35% | 45.07%-17.7pp | 263.57%-236.2pp | 318.53%-291.2pp |
| Employer contribution / active EE | $790 | $3,318-76.2% | $4,829-83.6% | $2,565-69.2% |
| Participant deferral / active EE | $1,859 | $5,945-68.7% | $7,352-74.7% | $3,952-52.9% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |