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 | $3,552 | $47,944-92.6% | $67,834-94.8% | $62,891-94.4% |
| Participation rate | 25.6% | 61.1%-35.4pp | 68.8%-43.2pp | 69.3%-43.7pp |
| Annual return | 50.95% | 11.77%+39.2pp | 138.47%-87.5pp | 20.14%+30.8pp |
| Employer contribution / active EE | $425 | $1,562-72.8% | $2,403-82.3% | $2,281-81.4% |
| Participant deferral / active EE | $554 | $2,247-75.3% | $3,160-82.5% | $3,203-82.7% |
| Admin fee / account holder | $91 | $3,712-97.6% | $4,622-98.0% | $4,296-97.9% |