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 | $7,040 | $126,574-94.4% | $106,213-93.4% | $145,922-95.2% |
| Participation rate | 53.3% | 77.6%-24.3pp | 75.3%-21.9pp | 80.3%-26.9pp |
| Annual return | 18.66% | 224.79%-206.1pp | 116.14%-97.5pp | 561.29%-542.6pp |
| Employer contribution / active EE | $918 | $3,730-75.4% | $3,171-71.1% | $4,660-80.3% |
| Participant deferral / active EE | $1,425 | $5,724-75.1% | $5,016-71.6% | $6,688-78.7% |
| Admin fee / account holder | $1 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |