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 | $27,720 | $202,318-86.3% | $172,739-84.0% | $152,861-81.9% |
| Participation rate | 31.6% | 87.1%-55.5pp | 82.6%-51.1pp | 82.4%-50.9pp |
| Annual return | 22.28% | 1029.65%-1007.4pp | 802.84%-780.6pp | 345.32%-323.0pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,305 | $5,948-78.1% | $5,198-74.9% | $5,850-77.7% |
| Admin fee / account holder | $250 | $17,109-98.5% | $13,954-98.2% | $11,596-97.8% |