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 | $3,365 | $60,124-94.4% | $90,404-96.3% | $79,858-95.8% |
| Participation rate | 20.9% | 65.0%-44.1pp | 72.7%-51.8pp | 69.6%-48.8pp |
| Annual return | 81.19% | 71.94%+9.2pp | 1293.02%-1211.8pp | 31.71%+49.5pp |
| Employer contribution / active EE | $246 | $2,068-88.1% | $3,262-92.5% | $2,471-90.0% |
| Participant deferral / active EE | $179 | $2,938-93.9% | $3,963-95.5% | $3,740-95.2% |
| Admin fee / account holder | $53 | $3,976-98.7% | $5,611-99.1% | $5,306-99.0% |