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 | $7,244 | $65,409-88.9% | $98,442-92.6% | $85,850-91.6% |
| Participation rate | 43.6% | 65.0%-21.4pp | 73.3%-29.7pp | 69.3%-25.7pp |
| Annual return | 12.80% | 21.76%-9.0pp | 1492.73%-1479.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $265 | $3,166-91.6% | $4,276-93.8% | $3,952-93.3% |
| Admin fee / account holder | $89 | $4,593-98.1% | $5,949-98.5% | $6,260-98.6% |