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 | $8,995 | $85,790-89.5% | $67,313-86.6% | $135,375-93.4% |
| Participation rate | 64.3% | 76.5%-12.2pp | 69.1%-4.8pp | 82.6%-18.4pp |
| Annual return | 480.43% | -0.54%+481.0pp | -4.08%+484.5pp | 519.73%-39.3pp |
| Employer contribution / active EE | $559 | $3,487-84.0% | $2,566-78.2% | $4,779-88.3% |
| Participant deferral / active EE | $754 | $4,651-83.8% | $3,568-78.9% | $5,609-86.6% |
| Admin fee / account holder | $170 | $6,392-97.3% | $4,507-96.2% | $10,827-98.4% |