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 | $22,580 | $202,318-88.8% | $172,739-86.9% | $152,861-85.2% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.4%-38.0pp |
| Annual return | 26.02% | 1029.65%-1003.6pp | 802.84%-776.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,053 | $5,948-65.5% | $5,198-60.5% | $5,850-64.9% |
| Admin fee / account holder | $283 | $17,109-98.3% | $13,954-98.0% | $11,596-97.6% |