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 3-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 | $11,823 | $101,317-88.3% | $146,958-92.0% | $74,495-84.1% |
| Participation rate | 7.5% | 75.5%-68.0pp | 82.2%-74.6pp | 67.2%-59.7pp |
| Annual return | 22.14% | 8730.91%-8708.8pp | 418.34%-396.2pp | 1364.94%-1342.8pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $454 | $7,303-93.8% | $8,070-94.4% | $4,346-89.6% |
| Admin fee / account holder | $78 | $1,739-95.5% | $12,998-99.4% | $1,942-96.0% |