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 | $2,844 | $70,756-96.0% | $65,493-95.7% | $142,382-98.0% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 19.95% | 1754.89%-1734.9pp | 982.45%-962.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $329 | $2,881-88.6% | $2,574-87.2% | $4,299-92.4% |
| Participant deferral / active EE | $622 | $4,637-86.6% | $3,961-84.3% | $6,507-90.4% |
| Admin fee / account holder | $286 | $6,559-95.6% | $5,028-94.3% | $12,624-97.7% |