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 9-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 | $11,847 | $226,064-94.8% | $182,532-93.5% | $152,861-92.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 16.59% | 192.51%-175.9pp | 148.54%-131.9pp | 345.32%-328.7pp |
| Employer contribution / active EE | $1,086 | $4,978-78.2% | $4,076-73.3% | $4,762-77.2% |
| Participant deferral / active EE | $1,086 | $6,368-82.9% | $5,524-80.3% | $5,850-81.4% |
| Admin fee / account holder | $110 | $10,703-99.0% | $8,592-98.7% | $11,596-99.1% |