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 | $6,999 | $159,602-95.6% | $150,045-95.3% | $142,382-95.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 8161.54% | 70.24%+8091.3pp | 62.55%+8099.0pp | 217.08%+7944.5pp |
| Employer contribution / active EE | $1,616 | $4,961-67.4% | $4,693-65.6% | $4,299-62.4% |
| Participant deferral / active EE | $1,616 | $8,310-80.6% | $7,997-79.8% | $6,507-75.2% |
| Admin fee / account holder | $8 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |