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 | $11,611 | $76,000-84.7% | $154,107-92.5% | $64,186-81.9% |
| Participation rate | 23.8% | 70.4%-46.6pp | 83.0%-59.2pp | 69.6%-45.8pp |
| Annual return | 10.01% | 30.32%-20.3pp | 735.12%-725.1pp | 7.63%+2.4pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $573 | $3,175-82.0% | $5,081-88.7% | $3,470-83.5% |
| Admin fee / account holder | $97 | $5,596-98.3% | $13,411-99.3% | $4,888-98.0% |