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 | $9,617 | $58,927-83.7% | $76,817-87.5% | $72,985-86.8% |
| Participation rate | 20.2% | 67.3%-47.1pp | 72.1%-51.9pp | 69.5%-49.3pp |
| Annual return | 28.25% | 2305.64%-2277.4pp | 1166.11%-1137.9pp | 81.00%-52.7pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $648 | $2,690-75.9% | $3,336-80.6% | $3,607-82.0% |
| Admin fee / account holder | $10 | $4,013-99.7% | $6,420-99.8% | $5,124-99.8% |