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 | $12,233 | $226,064-94.6% | $182,532-93.3% | $152,861-92.0% |
| Participation rate | 12.5% | 82.5%-70.0pp | 78.0%-65.5pp | 82.4%-69.9pp |
| Annual return | 22.02% | 192.51%-170.5pp | 148.54%-126.5pp | 345.32%-323.3pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $86 | $6,368-98.7% | $5,524-98.4% | $5,850-98.5% |
| Admin fee / account holder | $125 | $10,703-98.8% | $8,592-98.5% | $11,596-98.9% |