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 | $8,777 | $138,065-93.6% | $123,544-92.9% | $135,375-93.5% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | 111.66% | 153.68%-42.0pp | 119.20%-7.5pp | 519.73%-408.1pp |
| Employer contribution / active EE | $2,071 | $5,151-59.8% | $4,628-55.2% | $4,779-56.7% |
| Participant deferral / active EE | $2,072 | $6,799-69.5% | $6,426-67.7% | $5,609-63.0% |
| Admin fee / account holder | $44 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |