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 | $15,885 | $198,466-92.0% | $170,442-90.7% | $147,584-89.2% |
| Participation rate | 18.2% | 88.0%-69.8pp | 83.6%-65.4pp | 82.8%-64.6pp |
| Annual return | 22.13% | 257.29%-235.2pp | 205.93%-183.8pp | 578.55%-556.4pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $357 | $5,629-93.7% | $4,939-92.8% | $5,439-93.4% |
| Admin fee / account holder | $2 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |