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 7-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 | $23,432 | $88,087-73.4% | $164,866-85.8% | $74,546-68.6% |
| Participation rate | 4.7% | 73.1%-68.4pp | 78.6%-74.0pp | 67.2%-62.6pp |
| Annual return | 22.39% | 17.27%+5.1pp | 69.97%-47.6pp | 1366.03%-1343.6pp |
| Employer contribution / active EE | $0 | $2,595-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $192 | $4,499-95.7% | $6,033-96.8% | $4,347-95.6% |
| Admin fee / account holder | $138 | $2,232-93.8% | $12,689-98.9% | $1,944-92.9% |