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 | $9,202 | $57,281-83.9% | $86,612-89.4% | $75,163-87.8% |
| Participation rate | 0.0% | 63.2%-63.2pp | 71.7%-71.7pp | 67.2%-67.2pp |
| Annual return | 41.71% | 2670.75%-2629.0pp | 591.07%-549.4pp | 160.62%-118.9pp |
| Employer contribution / active EE | $320 | $2,314-86.2% | $3,022-89.4% | $2,670-88.0% |
| Participant deferral / active EE | $719 | $3,318-78.3% | $4,438-83.8% | $4,125-82.6% |
| Admin fee / account holder | $139 | $4,112-96.6% | $5,614-97.5% | $5,651-97.5% |