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 | $4,937 | $109,817-95.5% | $98,442-95.0% | $167,490-97.1% |
| Participation rate | 18.2% | 75.8%-57.6pp | 73.3%-55.2pp | 82.1%-63.9pp |
| Annual return | 12.86% | 1956.69%-1943.8pp | 1492.73%-1479.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $256 | $4,673-94.5% | $4,276-94.0% | $6,341-96.0% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |