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 | $2,246 | $109,817-98.0% | $98,442-97.7% | $167,490-98.7% |
| Participation rate | 65.0% | 75.8%-10.8pp | 73.3%-8.3pp | 82.1%-17.1pp |
| Annual return | 16.08% | 1956.69%-1940.6pp | 1492.73%-1476.6pp | 478.56%-462.5pp |
| Employer contribution / active EE | $370 | $3,224-88.5% | $2,960-87.5% | $4,837-92.4% |
| Participant deferral / active EE | $190 | $4,673-95.9% | $4,276-95.5% | $6,341-97.0% |
| Admin fee / account holder | $9 | $6,753-99.9% | $5,949-99.9% | $12,309-99.9% |