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 | $9,602 | $104,907-90.8% | $84,611-88.7% | $152,861-93.7% |
| Participation rate | 31.3% | 74.8%-43.6pp | 68.2%-37.0pp | 82.4%-51.2pp |
| Annual return | 27.18% | 373.79%-346.6pp | 258.74%-231.6pp | 345.32%-318.1pp |
| Employer contribution / active EE | $410 | $3,302-87.6% | $2,652-84.5% | $4,762-91.4% |
| Participant deferral / active EE | $635 | $4,688-86.5% | $3,899-83.7% | $5,850-89.2% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |