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 | $18,189 | $113,935-84.0% | $94,224-80.7% | $125,391-85.5% |
| Participation rate | 63.6% | 82.9%-19.3pp | 78.8%-15.1pp | 83.2%-19.6pp |
| Annual return | 10941.82% | 5.29%+10936.5pp | 10.68%+10931.1pp | 282.22%+10659.6pp |
| Employer contribution / active EE | $905 | $4,727-80.8% | $3,587-74.8% | $4,866-81.4% |
| Participant deferral / active EE | $1,093 | $5,179-78.9% | $4,320-74.7% | $5,352-79.6% |
| Admin fee / account holder | $84 | $8,391-99.0% | $6,269-98.7% | $9,540-99.1% |