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 | $26,833 | $171,865-84.4% | $149,718-82.1% | $147,584-81.8% |
| Participation rate | 54.5% | 88.2%-33.6pp | 87.1%-32.5pp | 82.8%-28.3pp |
| Annual return | 17.52% | 2113.22%-2095.7pp | 1501.63%-1484.1pp | 578.55%-561.0pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $905 | $7,271-87.5% | $6,569-86.2% | $5,439-83.4% |
| Admin fee / account holder | $7 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |