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 | $9,495 | $150,440-93.7% | $136,294-93.0% | $147,584-93.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 23.77% | 1049.08%-1025.3pp | 5155.94%-5132.2pp | 578.55%-554.8pp |
| Employer contribution / active EE | $1,102 | $5,256-79.0% | $4,695-76.5% | $4,876-77.4% |
| Participant deferral / active EE | $1,377 | $6,630-79.2% | $6,247-78.0% | $5,439-74.7% |
| Admin fee / account holder | $68 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |