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 | $8,743 | $157,256-94.4% | $141,162-93.8% | $152,861-94.3% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.4%-27.9pp |
| Annual return | 77.09% | 64.32%+12.8pp | 71.39%+5.7pp | 345.32%-268.2pp |
| Employer contribution / active EE | $1,005 | $5,261-80.9% | $4,735-78.8% | $4,762-78.9% |
| Participant deferral / active EE | $1,613 | $7,109-77.3% | $6,709-76.0% | $5,850-72.4% |
| Admin fee / account holder | $148 | $12,120-98.8% | $10,261-98.6% | $11,596-98.7% |