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 | $6,767 | $91,190-92.6% | $178,490-96.2% | $79,858-91.5% |
| Participation rate | 29.0% | 69.2%-40.2pp | 81.9%-52.9pp | 69.6%-40.6pp |
| Annual return | 118.30% | 24.19%+94.1pp | 151.07%-32.8pp | 31.71%+86.6pp |
| Employer contribution / active EE | $414 | $3,256-87.3% | $5,011-91.7% | $2,471-83.2% |
| Participant deferral / active EE | $808 | $3,236-75.0% | $5,202-84.5% | $3,740-78.4% |
| Admin fee / account holder | $141 | $6,751-97.9% | $13,984-99.0% | $5,306-97.3% |