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 | $7,487 | $73,515-89.8% | $62,995-88.1% | $147,584-94.9% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.8%-19.8pp | 82.8%-27.8pp |
| Annual return | 14.13% | 175.43%-161.3pp | 87.57%-73.4pp | 578.55%-564.4pp |
| Employer contribution / active EE | $611 | $3,320-81.6% | $2,759-77.9% | $4,876-87.5% |
| Participant deferral / active EE | $625 | $4,185-85.1% | $3,329-81.2% | $5,439-88.5% |
| Admin fee / account holder | $99 | $5,953-98.3% | $3,600-97.2% | $10,885-99.1% |