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 | $4,350 | $77,634-94.4% | $156,549-97.2% | $62,891-93.1% |
| Participation rate | 37.6% | 71.2%-33.6pp | 84.0%-46.4pp | 69.3%-31.7pp |
| Annual return | 70.33% | 50.32%+20.0pp | 32.23%+38.1pp | 20.14%+50.2pp |
| Employer contribution / active EE | $470 | $3,444-86.4% | $5,501-91.5% | $2,281-79.4% |
| Participant deferral / active EE | $565 | $3,045-81.4% | $4,871-88.4% | $3,203-82.4% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |