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 9-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 | $9,557 | $89,355-89.3% | $141,162-93.2% | $72,985-86.9% |
| Participation rate | 65.9% | 75.1%-9.3pp | 82.5%-16.6pp | 69.5%-3.6pp |
| Annual return | 25.96% | 111.85%-85.9pp | 71.39%-45.4pp | 81.00%-55.0pp |
| Employer contribution / active EE | $1,099 | $3,114-64.7% | $4,735-76.8% | $2,440-55.0% |
| Participant deferral / active EE | $2,009 | $5,418-62.9% | $6,709-70.1% | $3,607-44.3% |
| Admin fee / account holder | $43 | $5,958-99.3% | $10,261-99.6% | $5,124-99.2% |