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 | $2,116 | $60,124-96.5% | $90,404-97.7% | $79,858-97.4% |
| Participation rate | 25.9% | 65.0%-39.1pp | 72.7%-46.8pp | 69.6%-43.7pp |
| Annual return | 22.20% | 71.94%-49.7pp | 1293.02%-1270.8pp | 31.71%-9.5pp |
| Employer contribution / active EE | $221 | $2,068-89.3% | $3,262-93.2% | $2,471-91.1% |
| Participant deferral / active EE | $359 | $2,938-87.8% | $3,963-90.9% | $3,740-90.4% |
| Admin fee / account holder | $93 | $3,976-97.7% | $5,611-98.3% | $5,306-98.2% |