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 | $17,228 | $150,440-88.5% | $136,294-87.4% | $147,584-88.3% |
| Participation rate | 47.6% | 84.4%-36.8pp | 81.9%-34.3pp | 82.8%-35.2pp |
| Annual return | 16.84% | 1049.08%-1032.2pp | 5155.94%-5139.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,775 | $6,630-73.2% | $6,247-71.6% | $5,439-67.4% |
| Admin fee / account holder | $96 | $10,905-99.1% | $9,243-99.0% | $10,885-99.1% |