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 | $2,479 | $49,173-95.0% | $121,098-98.0% | $75,163-96.7% |
| Participation rate | 51.9% | 55.4%-3.5pp | 69.5%-17.6pp | 67.2%-15.3pp |
| Annual return | 58.53% | 55.99%+2.5pp | 985.75%-927.2pp | 160.62%-102.1pp |
| Employer contribution / active EE | $546 | $1,546-64.7% | $4,164-86.9% | $2,670-79.5% |
| Participant deferral / active EE | $302 | $2,628-88.5% | $4,080-92.6% | $4,125-92.7% |
| Admin fee / account holder | $31 | $3,942-99.2% | $5,644-99.4% | $5,651-99.4% |