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 | $18,352 | $85,766-78.6% | $136,294-86.5% | $70,131-73.8% |
| Participation rate | 18.5% | 74.2%-55.6pp | 81.9%-63.4pp | 69.5%-51.0pp |
| Annual return | 21.12% | 31.45%-10.3pp | 5155.94%-5134.8pp | 73.14%-52.0pp |
| Employer contribution / active EE | $718 | $2,966-75.8% | $4,695-84.7% | $2,342-69.4% |
| Participant deferral / active EE | $1,167 | $5,051-76.9% | $6,247-81.3% | $3,332-65.0% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |