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 | $2,509 | $173,345-98.6% | $136,007-98.2% | $145,922-98.3% |
| Participation rate | 12.5% | 80.5%-68.0pp | 76.5%-64.0pp | 80.3%-67.8pp |
| Annual return | 221.74% | 1163.32%-941.6pp | 579.32%-357.6pp | 561.29%-339.5pp |
| Employer contribution / active EE | $0 | $5,278-100.0% | $4,217-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $295 | $8,699-96.6% | $7,025-95.8% | $6,688-95.6% |
| Admin fee / account holder | $138 | $9,954-98.6% | $6,858-98.0% | $13,397-99.0% |