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 | $5,578 | $100,852-94.5% | $90,404-93.8% | $158,922-96.5% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.7%-52.7pp | 82.0%-62.0pp |
| Annual return | 36.79% | 1724.20%-1687.4pp | 1293.02%-1256.2pp | 302.83%-266.0pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $532 | $4,348-87.8% | $3,963-86.6% | $5,982-91.1% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |