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 | $12,445 | $113,339-89.0% | $94,993-86.9% | $147,584-91.6% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 22.08% | 20.77%+1.3pp | 27.12%-5.0pp | 578.55%-556.5pp |
| Employer contribution / active EE | $150 | $3,160-95.3% | $2,603-94.3% | $4,876-96.9% |
| Participant deferral / active EE | $185 | $3,777-95.1% | $3,317-94.4% | $5,439-96.6% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |