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 4-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 | $7,642 | $106,515-92.8% | $96,683-92.1% | $139,434-94.5% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.3%-36.8pp | 80.3%-42.8pp |
| Annual return | 40.28% | 38.43%+1.9pp | 35.69%+4.6pp | 372.94%-332.7pp |
| Employer contribution / active EE | $1,020 | $4,103-75.1% | $3,737-72.7% | $4,751-78.5% |
| Participant deferral / active EE | $1,293 | $5,454-76.3% | $4,878-73.5% | $6,710-80.7% |
| Admin fee / account holder | $100 | $7,877-98.7% | $6,730-98.5% | $11,403-99.1% |