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 5-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 | $11,016 | $217,402-94.9% | $185,823-94.1% | $167,490-93.4% |
| Participation rate | 30.0% | 86.0%-56.0pp | 81.7%-51.7pp | 82.1%-52.1pp |
| Annual return | 24.00% | 148.36%-124.4pp | 122.05%-98.1pp | 478.56%-454.6pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,043 | $6,356-67.9% | $5,568-63.3% | $6,341-67.8% |
| Admin fee / account holder | $18 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |