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 | $14,633 | $56,199-74.0% | $67,652-78.4% | $59,632-75.5% |
| Participation rate | 17.5% | 71.5%-53.9pp | 75.7%-58.1pp | 68.7%-51.1pp |
| Annual return | 1.39% | 18505.31%-18503.9pp | 6625.04%-6623.6pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $22 | $2,844-99.2% | $3,560-99.4% | $3,192-99.3% |
| Admin fee / account holder | $43 | $3,958-98.9% | $4,821-99.1% | $4,297-99.0% |