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 8-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 | $29,330 | $642,683-95.4% | $386,318-92.4% | $357,791-91.8% |
| Participation rate | 22.2% | 68.8%-46.6pp | 67.7%-45.5pp | 85.6%-63.4pp |
| Annual return | 19.30% | -6.86%+26.2pp | -2.64%+21.9pp | 396.79%-377.5pp |
| Employer contribution / active EE | $0 | $5,282-100.0% | $4,025-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $602 | $3,904-84.6% | $3,524-82.9% | $5,521-89.1% |
| Admin fee / account holder | $0 | $23,448-100.0% | $16,179-100.0% | $28,387-100.0% |