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 | $11,028 | $45,152-75.6% | $73,843-85.1% | $59,632-81.5% |
| Participation rate | 5.6% | 64.0%-58.5pp | 73.4%-67.9pp | 68.7%-63.1pp |
| Annual return | 3.39% | 27.40%-24.0pp | 2267.84%-2264.5pp | 2041.28%-2037.9pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $20 | $2,574-99.2% | $3,583-99.4% | $3,192-99.4% |
| Admin fee / account holder | $99 | $3,516-97.2% | $4,880-98.0% | $4,297-97.7% |