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 | $3,866 | $47,848-91.9% | $81,478-95.3% | $70,131-94.5% |
| Participation rate | 28.9% | 58.3%-29.3pp | 68.0%-39.0pp | 69.5%-40.6pp |
| Annual return | 69.91% | 27.25%+42.7pp | 38.78%+31.1pp | 73.14%-3.2pp |
| Employer contribution / active EE | $380 | $1,527-75.1% | $2,568-85.2% | $2,342-83.8% |
| Participant deferral / active EE | $491 | $2,453-80.0% | $3,537-86.1% | $3,332-85.3% |
| Admin fee / account holder | $9 | $3,145-99.7% | $4,561-99.8% | $4,645-99.8% |