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 3-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 | $439 | $68,097-99.4% | $62,929-99.3% | $137,256-99.7% |
| Participation rate | 64.7% | 77.4%-12.7pp | 73.1%-8.4pp | 80.0%-15.3pp |
| Annual return | 18.01% | 1859.11%-1841.1pp | 1063.93%-1045.9pp | 220.34%-202.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $143 | $4,553-96.8% | $3,888-96.3% | $6,407-97.8% |
| Admin fee / account holder | $133 | $6,521-98.0% | $5,065-97.4% | $12,270-98.9% |