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 | $13,301 | $202,318-93.4% | $172,739-92.3% | $152,861-91.3% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.4%-38.0pp |
| Annual return | 19.96% | 1029.65%-1009.7pp | 802.84%-782.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $278 | $5,948-95.3% | $5,198-94.7% | $5,850-95.3% |
| Admin fee / account holder | $178 | $17,109-99.0% | $13,954-98.7% | $11,596-98.5% |