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 | $1,783 | $102,966-98.3% | $90,281-98.0% | $152,861-98.8% |
| Participation rate | 55.0% | 75.9%-20.9pp | 73.3%-18.3pp | 82.4%-27.4pp |
| Annual return | 238.22% | 95.16%+143.1pp | 78.10%+160.1pp | 345.32%-107.1pp |
| Employer contribution / active EE | $319 | $3,139-89.8% | $2,854-88.8% | $4,762-93.3% |
| Participant deferral / active EE | $709 | $4,281-83.4% | $3,885-81.8% | $5,850-87.9% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |