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 | $5,752 | $171,865-96.7% | $149,718-96.2% | $147,584-96.1% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 13.27% | 2113.22%-2099.9pp | 1501.63%-1488.4pp | 578.55%-565.3pp |
| Employer contribution / active EE | $1,536 | $6,275-75.5% | $5,445-71.8% | $4,876-68.5% |
| Participant deferral / active EE | $820 | $7,271-88.7% | $6,569-87.5% | $5,439-84.9% |
| Admin fee / account holder | $128 | $13,799-99.1% | $11,283-98.9% | $10,885-98.8% |