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 | $3,050 | $100,852-97.0% | $90,404-96.6% | $158,922-98.1% |
| Participation rate | 46.2% | 75.0%-28.9pp | 72.7%-26.5pp | 82.0%-35.8pp |
| Annual return | 65.22% | 1724.20%-1659.0pp | 1293.02%-1227.8pp | 302.83%-237.6pp |
| Employer contribution / active EE | $565 | $3,689-84.7% | $3,262-82.7% | $4,761-88.1% |
| Participant deferral / active EE | $656 | $4,348-84.9% | $3,963-83.4% | $5,982-89.0% |
| Admin fee / account holder | $23 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |