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 7-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 | $2,787 | $81,632-96.6% | $70,449-96.0% | $158,922-98.2% |
| Participation rate | 14.3% | 77.7%-63.4pp | 75.1%-60.8pp | 82.0%-67.7pp |
| Annual return | 50.69% | 208.40%-157.7pp | 109.03%-58.3pp | 302.83%-252.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $345 | $4,554-92.4% | $3,709-90.7% | $5,982-94.2% |
| Admin fee / account holder | $67 | $6,193-98.9% | $3,845-98.3% | $11,246-99.4% |