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 | $4,406 | $60,124-92.7% | $90,404-95.1% | $79,858-94.5% |
| Participation rate | 20.0% | 65.0%-45.0pp | 72.7%-52.7pp | 69.6%-49.6pp |
| Annual return | 300.06% | 71.94%+228.1pp | 1293.02%-993.0pp | 31.71%+268.3pp |
| Employer contribution / active EE | $298 | $2,068-85.6% | $3,262-90.8% | $2,471-87.9% |
| Participant deferral / active EE | $441 | $2,938-85.0% | $3,963-88.9% | $3,740-88.2% |
| Admin fee / account holder | $17 | $3,976-99.6% | $5,611-99.7% | $5,306-99.7% |