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 | $6,911 | $171,865-96.0% | $149,718-95.4% | $147,584-95.3% |
| Participation rate | 23.8% | 88.2%-64.4pp | 87.1%-63.3pp | 82.8%-59.0pp |
| Annual return | 29.26% | 2113.22%-2084.0pp | 1501.63%-1472.4pp | 578.55%-549.3pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $872 | $7,271-88.0% | $6,569-86.7% | $5,439-84.0% |
| Admin fee / account holder | $29 | $13,799-99.8% | $11,283-99.7% | $10,885-99.7% |