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 | $7,744 | $85,766-91.0% | $136,294-94.3% | $70,131-89.0% |
| Participation rate | 35.5% | 74.2%-38.7pp | 81.9%-46.4pp | 69.5%-34.1pp |
| Annual return | 96.67% | 31.45%+65.2pp | 5155.94%-5059.3pp | 73.14%+23.5pp |
| Employer contribution / active EE | $1,037 | $2,966-65.1% | $4,695-77.9% | $2,342-55.8% |
| Participant deferral / active EE | $1,324 | $5,051-73.8% | $6,247-78.8% | $3,332-60.3% |
| Admin fee / account holder | $102 | $5,420-98.1% | $9,243-98.9% | $4,645-97.8% |