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 10-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 | $8,235 | $171,865-95.2% | $149,718-94.5% | $147,584-94.4% |
| Participation rate | 0.0% | 88.2%-88.2pp | 87.1%-87.1pp | 82.8%-82.8pp |
| Annual return | 115.97% | 2113.22%-1997.2pp | 1501.63%-1385.7pp | 578.55%-462.6pp |
| Employer contribution / active EE | $2,673 | $6,275-57.4% | $5,445-50.9% | $4,876-45.2% |
| Participant deferral / active EE | $1,100 | $7,271-84.9% | $6,569-83.3% | $5,439-79.8% |
| Admin fee / account holder | $140 | $13,799-99.0% | $11,283-98.8% | $10,885-98.7% |