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 | $11,693 | $84,233-86.1% | $170,442-93.1% | $70,131-83.3% |
| Participation rate | 25.0% | 70.8%-45.8pp | 83.6%-58.6pp | 69.5%-44.5pp |
| Annual return | 324.24% | 23.06%+301.2pp | 205.93%+118.3pp | 73.14%+251.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $779 | $3,086-74.8% | $4,939-84.2% | $3,332-76.6% |
| Admin fee / account holder | $28 | $5,698-99.5% | $13,880-99.8% | $4,645-99.4% |