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 9-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 | $13,493 | $112,096-88.0% | $95,952-85.9% | $158,922-91.5% |
| Participation rate | 10.0% | 79.0%-69.0pp | 77.1%-67.1pp | 82.0%-72.0pp |
| Annual return | 21.82% | 171.09%-149.3pp | 91.61%-69.8pp | 302.83%-281.0pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $388 | $4,784-91.9% | $4,167-90.7% | $5,982-93.5% |
| Admin fee / account holder | $15 | $10,130-99.9% | $6,795-99.8% | $11,246-99.9% |