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 6-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 | $16,294 | $176,056-90.7% | $159,436-89.8% | $167,490-90.3% |
| Participation rate | 56.3% | 84.9%-28.7pp | 82.8%-26.6pp | 82.1%-25.9pp |
| Annual return | 689.02% | 331.75%+357.3pp | 263.57%+425.4pp | 478.56%+210.5pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,469 | $7,750-68.1% | $7,352-66.4% | $6,341-61.1% |
| Admin fee / account holder | $193 | $12,554-98.5% | $10,799-98.2% | $12,309-98.4% |