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 9-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 | $26,935 | $160,055-83.2% | $140,016-80.8% | $135,375-80.1% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.5%-43.1pp | 82.6%-38.2pp |
| Annual return | 79.02% | 911.38%-832.4pp | 651.12%-572.1pp | 519.73%-440.7pp |
| Employer contribution / active EE | $1,550 | $6,420-75.9% | $5,606-72.4% | $4,779-67.6% |
| Participant deferral / active EE | $1,741 | $7,642-77.2% | $6,927-74.9% | $5,609-69.0% |
| Admin fee / account holder | $132 | $13,328-99.0% | $10,705-98.8% | $10,827-98.8% |