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 | $3,295 | $104,907-96.9% | $84,611-96.1% | $152,861-97.8% |
| Participation rate | 42.9% | 74.8%-32.0pp | 68.2%-25.4pp | 82.4%-39.6pp |
| Annual return | 29.47% | 373.79%-344.3pp | 258.74%-229.3pp | 345.32%-315.8pp |
| Employer contribution / active EE | $320 | $3,302-90.3% | $2,652-87.9% | $4,762-93.3% |
| Participant deferral / active EE | $283 | $4,688-94.0% | $3,899-92.7% | $5,850-95.2% |
| Admin fee / account holder | $92 | $6,241-98.5% | $4,912-98.1% | $11,596-99.2% |