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 | $6,900 | $72,277-90.5% | $101,248-93.2% | $79,858-91.4% |
| Participation rate | 26.5% | 68.5%-42.0pp | 75.8%-49.3pp | 69.6%-43.2pp |
| Annual return | 64.11% | 22.30%+41.8pp | 46.47%+17.6pp | 31.71%+32.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,157 | $3,282-64.7% | $4,370-73.5% | $3,740-69.1% |
| Admin fee / account holder | $15 | $4,400-99.7% | $5,945-99.7% | $5,306-99.7% |