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 4-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 | $2,943 | $102,604-97.1% | $86,188-96.6% | $139,434-97.9% |
| Participation rate | 4.3% | 74.5%-70.1pp | 69.0%-64.6pp | 80.3%-76.0pp |
| Annual return | 20.98% | 1922.51%-1901.5pp | 1168.45%-1147.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $47 | $4,676-99.0% | $3,985-98.8% | $6,710-99.3% |
| Admin fee / account holder | $11 | $8,657-99.9% | $6,852-99.8% | $11,403-99.9% |