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 3-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 | $7,178 | $102,317-93.0% | $146,958-95.1% | $80,856-91.1% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 513.19% | 134.76%+378.4pp | 418.34%+94.8pp | 35.59%+477.6pp |
| Employer contribution / active EE | $1,355 | $3,713-63.5% | $4,933-72.5% | $2,755-50.8% |
| Participant deferral / active EE | $1,695 | $6,644-74.5% | $8,070-79.0% | $4,296-60.5% |
| Admin fee / account holder | $64 | $7,941-99.2% | $12,998-99.5% | $6,918-99.1% |