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 | $15,349 | $150,440-89.8% | $136,294-88.7% | $147,584-89.6% |
| Participation rate | 61.1% | 84.4%-23.3pp | 81.9%-20.8pp | 82.8%-21.7pp |
| Annual return | 21.08% | 1049.08%-1028.0pp | 5155.94%-5134.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $1,075 | $5,256-79.5% | $4,695-77.1% | $4,876-78.0% |
| Participant deferral / active EE | $1,491 | $6,630-77.5% | $6,247-76.1% | $5,439-72.6% |
| Admin fee / account holder | $34 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |