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 | $7,026 | $144,119-95.1% | $117,854-94.0% | $147,584-95.2% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 21.94% | 531.15%-509.2pp | 335.08%-313.1pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,104 | $4,896-77.5% | $3,786-70.9% | $4,876-77.4% |
| Participant deferral / active EE | $1,380 | $5,316-74.0% | $4,482-69.2% | $5,439-74.6% |
| Admin fee / account holder | $136 | $10,886-98.8% | $8,020-98.3% | $10,885-98.8% |