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 | $25,614 | $100,041-74.4% | $149,718-82.9% | $70,131-63.5% |
| Participation rate | 43.1% | 83.6%-40.5pp | 87.1%-44.0pp | 69.5%-26.5pp |
| Annual return | 20.44% | 27.43%-7.0pp | 1501.63%-1481.2pp | 73.14%-52.7pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,115 | $4,983-77.6% | $6,569-83.0% | $3,332-66.5% |
| Admin fee / account holder | $51 | $8,286-99.4% | $11,283-99.5% | $4,645-98.9% |