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 | $16,387 | $209,411-92.2% | $178,490-90.8% | $158,922-89.7% |
| Participation rate | 15.4% | 86.3%-71.0pp | 81.9%-66.5pp | 82.0%-66.6pp |
| Annual return | 19.02% | 188.75%-169.7pp | 151.07%-132.1pp | 302.83%-283.8pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $547 | $5,954-90.8% | $5,202-89.5% | $5,982-90.9% |
| Admin fee / account holder | $17 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |