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 | $21,003 | $89,355-76.5% | $141,162-85.1% | $72,985-71.2% |
| Participation rate | 25.5% | 75.1%-49.6pp | 82.5%-56.9pp | 69.5%-44.0pp |
| Annual return | 79.80% | 111.85%-32.0pp | 71.39%+8.4pp | 81.00%-1.2pp |
| Employer contribution / active EE | $762 | $3,114-75.5% | $4,735-83.9% | $2,440-68.8% |
| Participant deferral / active EE | $1,547 | $5,418-71.5% | $6,709-76.9% | $3,607-57.1% |
| Admin fee / account holder | $8 | $5,958-99.9% | $10,261-99.9% | $5,124-99.8% |