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 6-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 | $4,587 | $104,907-95.6% | $84,611-94.6% | $152,861-97.0% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.4%-49.1pp |
| Annual return | 44.77% | 373.79%-329.0pp | 258.74%-214.0pp | 345.32%-300.5pp |
| Employer contribution / active EE | $361 | $3,302-89.1% | $2,652-86.4% | $4,762-92.4% |
| Participant deferral / active EE | $595 | $4,688-87.3% | $3,899-84.7% | $5,850-89.8% |
| Admin fee / account holder | $18 | $6,241-99.7% | $4,912-99.6% | $11,596-99.8% |