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 | $13,840 | $99,079-86.0% | $77,999-82.3% | $273,961-94.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 8.38% | 217.93%-209.5pp | 425.96%-417.6pp | 41.45%-33.1pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $350 | $4,306-91.9% | $3,497-90.0% | $5,287-93.4% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |