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 | $13,434 | $77,145-82.6% | $108,410-87.6% | $85,850-84.4% |
| Participation rate | 65.6% | 74.7%-9.0pp | 80.1%-14.5pp | 69.3%-3.7pp |
| Annual return | 15.59% | 44.54%-29.0pp | 905.27%-889.7pp | 318.53%-302.9pp |
| Employer contribution / active EE | $618 | $2,379-74.0% | $3,558-82.6% | $2,565-75.9% |
| Participant deferral / active EE | $1,489 | $5,566-73.2% | $6,563-77.3% | $3,952-62.3% |
| Admin fee / account holder | $113 | $5,172-97.8% | $7,295-98.5% | $6,260-98.2% |