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 8-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 | $3,275 | $65,375-95.0% | - | $152,861-97.9% |
| Participation rate | 6.7% | 72.6%-65.9pp | - | 82.4%-75.8pp |
| Annual return | 21.18% | 27.96%-6.8pp | - | 345.32%-324.1pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | - | $4,762-100.0% |
| Participant deferral / active EE | $85 | $4,110-97.9% | - | $5,850-98.5% |
| Admin fee / account holder | $0 | $4,607-100.0% | - | $11,596-100.0% |