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 | $3,713 | $77,634-95.2% | $156,549-97.6% | $62,891-94.1% |
| Participation rate | 58.7% | 71.2%-12.5pp | 84.0%-25.3pp | 69.3%-10.6pp |
| Annual return | 14.67% | 50.32%-35.7pp | 32.23%-17.6pp | 20.14%-5.5pp |
| Employer contribution / active EE | $385 | $3,444-88.8% | $5,501-93.0% | $2,281-83.1% |
| Participant deferral / active EE | $823 | $3,045-73.0% | $4,871-83.1% | $3,203-74.3% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |