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 | $21,781 | $131,829-83.5% | $108,579-79.9% | $273,961-92.0% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 8.73% | -91.57%+100.3pp | -51.70%+60.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,031 | $4,912-79.0% | $3,758-72.6% | $4,869-78.8% |
| Participant deferral / active EE | $1,239 | $5,127-75.8% | $4,311-71.3% | $5,287-76.6% |
| Admin fee / account holder | $96 | $10,252-99.1% | $7,645-98.7% | $10,132-99.1% |