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 | $12,847 | $95,416-86.5% | $185,823-93.1% | $85,850-85.0% |
| Participation rate | 55.1% | 68.8%-13.7pp | 81.7%-26.6pp | 69.3%-14.2pp |
| Annual return | 12.47% | 23.59%-11.1pp | 122.05%-109.6pp | 318.53%-306.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $260 | $3,423-92.4% | $5,568-95.3% | $3,952-93.4% |
| Admin fee / account holder | $160 | $7,213-97.8% | $16,237-99.0% | $6,260-97.4% |