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 | $5,172 | $109,327-95.3% | $89,391-94.2% | $158,922-96.7% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.0%-12.4pp | 82.0%-26.4pp |
| Annual return | 33.27% | 345.68%-312.4pp | 245.62%-212.3pp | 302.83%-269.6pp |
| Employer contribution / active EE | $354 | $3,170-88.8% | $2,586-86.3% | $4,761-92.6% |
| Participant deferral / active EE | $426 | $4,598-90.7% | $3,890-89.0% | $5,982-92.9% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |