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 | $5,085 | $72,177-93.0% | $115,037-95.6% | $59,632-91.5% |
| Participation rate | 67.4% | 72.6%-5.1pp | 81.4%-13.9pp | 68.7%-1.2pp |
| Annual return | 92.85% | 12.02%+80.8pp | 26.14%+66.7pp | 2041.28%-1948.4pp |
| Employer contribution / active EE | $979 | $2,841-65.5% | $4,608-78.7% | $2,203-55.5% |
| Participant deferral / active EE | $1,637 | $4,783-65.8% | $6,026-72.8% | $3,192-48.7% |
| Admin fee / account holder | $125 | $4,927-97.5% | $8,175-98.5% | $4,297-97.1% |