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 | $9,772 | $99,652-90.2% | $78,778-87.6% | $147,584-93.4% |
| Participation rate | 30.4% | 76.2%-45.8pp | 69.2%-38.8pp | 82.8%-52.4pp |
| Annual return | 19.85% | 47.28%-27.4pp | 35.62%-15.8pp | 578.55%-558.7pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $641 | $3,664-82.5% | $2,958-78.3% | $5,439-88.2% |
| Admin fee / account holder | $41 | $7,155-99.4% | $5,134-99.2% | $10,885-99.6% |