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 8-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 | $13,158 | $112,096-88.3% | $95,952-86.3% | $158,922-91.7% |
| Participation rate | 35.7% | 79.0%-43.3pp | 77.1%-41.4pp | 82.0%-46.2pp |
| Annual return | 22.51% | 171.09%-148.6pp | 91.61%-69.1pp | 302.83%-280.3pp |
| Employer contribution / active EE | $655 | $3,198-79.5% | $2,541-74.2% | $4,761-86.2% |
| Participant deferral / active EE | $1,360 | $4,784-71.6% | $4,167-67.4% | $5,982-77.3% |
| Admin fee / account holder | $197 | $10,130-98.1% | $6,795-97.1% | $11,246-98.2% |