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 | $11,397 | $85,766-86.7% | $136,294-91.6% | $70,131-83.7% |
| Participation rate | 34.5% | 74.2%-39.7pp | 81.9%-47.4pp | 69.5%-35.1pp |
| Annual return | 29.14% | 31.45%-2.3pp | 5155.94%-5126.8pp | 73.14%-44.0pp |
| Employer contribution / active EE | $741 | $2,966-75.0% | $4,695-84.2% | $2,342-68.4% |
| Participant deferral / active EE | $1,049 | $5,051-79.2% | $6,247-83.2% | $3,332-68.5% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |