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 | $20,140 | $217,402-90.7% | $185,823-89.2% | $167,490-88.0% |
| Participation rate | 47.8% | 86.0%-38.2pp | 81.7%-33.9pp | 82.1%-34.3pp |
| Annual return | 96.51% | 148.36%-51.8pp | 122.05%-25.5pp | 478.56%-382.0pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $495 | $6,356-92.2% | $5,568-91.1% | $6,341-92.2% |
| Admin fee / account holder | $81 | $19,811-99.6% | $16,237-99.5% | $12,309-99.3% |