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 | $10,252 | $176,056-94.2% | $159,436-93.6% | $167,490-93.9% |
| Participation rate | 62.5% | 84.9%-22.4pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 18.49% | 331.75%-313.3pp | 263.57%-245.1pp | 478.56%-460.1pp |
| Employer contribution / active EE | $989 | $5,297-81.3% | $4,829-79.5% | $4,837-79.6% |
| Participant deferral / active EE | $1,728 | $7,750-77.7% | $7,352-76.5% | $6,341-72.7% |
| Admin fee / account holder | $278 | $12,554-97.8% | $10,799-97.4% | $12,309-97.7% |