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 | $18,273 | $102,317-82.1% | $146,958-87.6% | $80,856-77.4% |
| Participation rate | 15.6% | 75.8%-60.2pp | 82.2%-66.5pp | 67.6%-52.0pp |
| Annual return | 40.77% | 134.76%-94.0pp | 418.34%-377.6pp | 35.59%+5.2pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $724 | $6,644-89.1% | $8,070-91.0% | $4,296-83.1% |
| Admin fee / account holder | $295 | $7,941-96.3% | $12,998-97.7% | $6,918-95.7% |