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 | $600 | $105,630-99.4% | $87,507-99.3% | $273,961-99.8% |
| Participation rate | 61.5% | 78.2%-16.7pp | 73.8%-12.3pp | 83.0%-21.5pp |
| Annual return | 81.49% | 12.25%+69.2pp | 12.21%+69.3pp | 41.45%+40.0pp |
| Employer contribution / active EE | $169 | $3,141-94.6% | $2,550-93.4% | $4,869-96.5% |
| Participant deferral / active EE | $254 | $3,601-93.0% | $3,149-91.9% | $5,287-95.2% |
| Admin fee / account holder | $2 | $4,781-99.9% | $4,221-99.9% | $10,132-100.0% |