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 7-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 | $3,177 | $110,502-97.1% | $80,716-96.1% | $167,490-98.1% |
| Participation rate | 5.6% | 64.0%-58.4pp | 54.2%-48.6pp | 82.1%-76.5pp |
| Annual return | 23.47% | 120.54%-97.1pp | 87.28%-63.8pp | 478.56%-455.1pp |
| Employer contribution / active EE | $62 | $1,543-96.0% | $1,160-94.7% | $4,837-98.7% |
| Participant deferral / active EE | $62 | $2,871-97.8% | $2,146-97.1% | $6,341-99.0% |
| Admin fee / account holder | $8 | $4,545-99.8% | $3,380-99.8% | $12,309-99.9% |