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 | $5,895 | $77,813-92.4% | $123,544-95.2% | $64,186-90.8% |
| Participation rate | 55.3% | 74.7%-19.4pp | 82.3%-27.0pp | 69.6%-14.3pp |
| Annual return | 188.45% | 12.48%+176.0pp | 119.20%+69.3pp | 7.63%+180.8pp |
| Employer contribution / active EE | $1,157 | $3,014-61.6% | $4,628-75.0% | $2,381-51.4% |
| Participant deferral / active EE | $1,911 | $5,240-63.5% | $6,426-70.3% | $3,470-44.9% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |