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 6-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 | $3,627 | $98,750-96.3% | $149,696-97.6% | $79,858-95.5% |
| Participation rate | 34.7% | 75.8%-41.1pp | 82.5%-47.8pp | 69.6%-34.9pp |
| Annual return | 41.99% | 27.43%+14.6pp | 276.60%-234.6pp | 31.71%+10.3pp |
| Employer contribution / active EE | $781 | $3,216-75.7% | $4,644-83.2% | $2,471-68.4% |
| Participant deferral / active EE | $42 | $5,680-99.3% | $6,842-99.4% | $3,740-98.9% |
| Admin fee / account holder | $18 | $6,053-99.7% | $9,309-99.8% | $5,306-99.7% |