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 | $1,690 | $102,966-98.4% | $90,281-98.1% | $152,861-98.9% |
| Participation rate | 31.3% | 75.9%-44.6pp | 73.3%-42.0pp | 82.4%-51.2pp |
| Annual return | 144.56% | 95.16%+49.4pp | 78.10%+66.5pp | 345.32%-200.8pp |
| Employer contribution / active EE | $243 | $3,139-92.3% | $2,854-91.5% | $4,762-94.9% |
| Participant deferral / active EE | $483 | $4,281-88.7% | $3,885-87.6% | $5,850-91.7% |
| Admin fee / account holder | $28 | $6,171-99.6% | $5,351-99.5% | $11,596-99.8% |