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 | $15,960 | $115,770-86.2% | $101,248-84.2% | $158,922-90.0% |
| Participation rate | 18.2% | 79.4%-61.2pp | 75.8%-57.6pp | 82.0%-63.8pp |
| Annual return | 50.35% | 56.14%-5.8pp | 46.47%+3.9pp | 302.83%-252.5pp |
| Employer contribution / active EE | $986 | $4,175-76.4% | $3,660-73.0% | $4,761-79.3% |
| Participant deferral / active EE | $1,133 | $4,957-77.2% | $4,370-74.1% | $5,982-81.1% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |