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 6-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 | $7,955 | $77,899-89.8% | $149,673-94.7% | $75,163-89.4% |
| Participation rate | 29.1% | 65.6%-36.5pp | 78.8%-49.7pp | 67.2%-38.1pp |
| Annual return | 45.74% | 31.72%+14.0pp | 134.42%-88.7pp | 160.62%-114.9pp |
| Employer contribution / active EE | $435 | $3,137-86.1% | $4,818-91.0% | $2,670-83.7% |
| Participant deferral / active EE | $574 | $3,411-83.2% | $5,680-89.9% | $4,125-86.1% |
| Admin fee / account holder | $111 | $5,956-98.1% | $13,210-99.2% | $5,651-98.0% |