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 | $5,950 | $198,466-97.0% | $170,442-96.5% | $147,584-96.0% |
| Participation rate | 17.4% | 88.0%-70.6pp | 83.6%-66.2pp | 82.8%-65.4pp |
| Annual return | 137.67% | 257.29%-119.6pp | 205.93%-68.3pp | 578.55%-440.9pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,334 | $5,629-76.3% | $4,939-73.0% | $5,439-75.5% |
| Admin fee / account holder | $21 | $16,852-99.9% | $13,880-99.8% | $10,885-99.8% |