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 | $15,737 | $148,534-89.4% | $135,903-88.4% | $139,434-88.7% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.3pp | 80.3%-51.7pp |
| Annual return | 15.73% | 79.19%-63.5pp | 68.23%-52.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,639 | $5,243-68.7% | $4,856-66.2% | $4,751-65.5% |
| Participant deferral / active EE | $652 | $8,100-92.0% | $7,758-91.6% | $6,710-90.3% |
| Admin fee / account holder | $67 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |