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 | $9,592 | $85,202-88.7% | $172,739-94.4% | $72,985-86.9% |
| Participation rate | 17.6% | 70.1%-52.4pp | 82.6%-65.0pp | 69.5%-51.8pp |
| Annual return | 21.70% | 27.32%-5.6pp | 802.84%-781.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $389 | $3,260-88.1% | $5,198-92.5% | $3,607-89.2% |
| Admin fee / account holder | $24 | $5,884-99.6% | $13,954-99.8% | $5,124-99.5% |