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 | $5,320 | $96,635-94.5% | $86,612-93.9% | $139,434-96.2% |
| Participation rate | 68.2% | 74.4%-6.2pp | 71.7%-3.5pp | 80.3%-12.1pp |
| Annual return | 20.61% | 106.41%-85.8pp | 591.07%-570.5pp | 372.94%-352.3pp |
| Employer contribution / active EE | $900 | $3,263-72.4% | $3,022-70.2% | $4,751-81.1% |
| Participant deferral / active EE | $467 | $4,836-90.3% | $4,438-89.5% | $6,710-93.0% |
| Admin fee / account holder | $145 | $6,408-97.7% | $5,614-97.4% | $11,403-98.7% |