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 | $27,357 | $101,317-73.0% | $146,958-81.4% | $74,495-63.3% |
| Participation rate | 6.9% | 75.5%-68.7pp | 82.2%-75.3pp | 67.2%-60.3pp |
| Annual return | 16.49% | 8730.91%-8714.4pp | 418.34%-401.8pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $484 | $7,303-93.4% | $8,070-94.0% | $4,346-88.9% |
| Admin fee / account holder | $147 | $1,739-91.6% | $12,998-98.9% | $1,942-92.4% |