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 | $11,463 | $48,570-76.4% | $130,648-91.2% | $72,985-84.3% |
| Participation rate | 48.0% | 58.6%-10.6pp | 71.7%-23.7pp | 69.5%-21.5pp |
| Annual return | 19.32% | 38.63%-19.3pp | 1708.96%-1689.6pp | 81.00%-61.7pp |
| Employer contribution / active EE | $510 | $1,334-61.8% | $4,092-87.5% | $2,440-79.1% |
| Participant deferral / active EE | $596 | $2,384-75.0% | $3,603-83.5% | $3,607-83.5% |
| Admin fee / account holder | $124 | $3,549-96.5% | $5,464-97.7% | $5,124-97.6% |