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 | $4,227 | $104,251-95.9% | $91,001-95.4% | $147,584-97.1% |
| Participation rate | 31.6% | 78.2%-46.7pp | 75.6%-44.0pp | 82.8%-51.2pp |
| Annual return | 98.78% | 27.06%+71.7pp | 4.60%+94.2pp | 578.55%-479.8pp |
| Employer contribution / active EE | $553 | $3,116-82.3% | $2,456-77.5% | $4,876-88.7% |
| Participant deferral / active EE | $747 | $4,195-82.2% | $3,547-78.9% | $5,439-86.3% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |