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 | $948 | $29,319-96.8% | $52,425-98.2% | $82,448-98.8% |
| Participation rate | 45.5% | 46.9%-1.4pp | 55.6%-10.2pp | 68.1%-22.6pp |
| Annual return | 18.84% | 535.20%-516.4pp | 302.12%-283.3pp | 41.64%-22.8pp |
| Employer contribution / active EE | $79 | $586-86.5% | $914-91.3% | $2,551-96.9% |
| Participant deferral / active EE | $79 | $1,171-93.2% | $1,790-95.6% | $4,139-98.1% |
| Admin fee / account holder | $9 | $1,962-99.6% | $2,495-99.6% | $7,234-99.9% |