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 | $15,399 | $171,865-91.0% | $149,718-89.7% | $147,584-89.6% |
| Participation rate | 46.7% | 88.2%-41.5pp | 87.1%-40.4pp | 82.8%-36.2pp |
| Annual return | 12.99% | 2113.22%-2100.2pp | 1501.63%-1488.6pp | 578.55%-565.6pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $257 | $7,271-96.5% | $6,569-96.1% | $5,439-95.3% |
| Admin fee / account holder | $195 | $13,799-98.6% | $11,283-98.3% | $10,885-98.2% |