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 | $10,573 | $95,416-88.9% | $185,823-94.3% | $85,850-87.7% |
| Participation rate | 45.5% | 68.8%-23.3pp | 81.7%-36.2pp | 69.3%-23.9pp |
| Annual return | 12.58% | 23.59%-11.0pp | 122.05%-109.5pp | 318.53%-306.0pp |
| Employer contribution / active EE | $478 | $3,314-85.6% | $5,167-90.8% | $2,565-81.4% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $213 | $7,213-97.0% | $16,237-98.7% | $6,260-96.6% |