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 | $11,748 | $108,919-89.2% | $100,391-88.3% | $145,922-91.9% |
| Participation rate | 63.2% | 82.9%-19.8pp | 81.5%-18.3pp | 80.3%-17.1pp |
| Annual return | 10.96% | 57.88%-46.9pp | 49.20%-38.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $950 | $4,419-78.5% | $3,942-75.9% | $4,660-79.6% |
| Participant deferral / active EE | $1,158 | $8,445-86.3% | $8,082-85.7% | $6,688-82.7% |
| Admin fee / account holder | $93 | $9,689-99.0% | $7,899-98.8% | $13,397-99.3% |