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 | $11,931 | $77,634-84.6% | $156,549-92.4% | $62,891-81.0% |
| Participation rate | 26.3% | 71.2%-44.9pp | 84.0%-57.7pp | 69.3%-43.0pp |
| Annual return | 10.23% | 50.32%-40.1pp | 32.23%-22.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $401 | $3,444-88.4% | $5,501-92.7% | $2,281-82.4% |
| Participant deferral / active EE | $577 | $3,045-81.1% | $4,871-88.2% | $3,203-82.0% |
| Admin fee / account holder | $2 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |