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 | $4,116 | $117,381-96.5% | $99,443-95.9% | $152,861-97.3% |
| Participation rate | 62.5% | 77.5%-15.0pp | 73.8%-11.3pp | 82.4%-19.9pp |
| Annual return | 543.07% | 31.87%+511.2pp | 30.72%+512.4pp | 345.32%+197.8pp |
| Employer contribution / active EE | $1,850 | $3,013-38.6% | $2,540-27.2% | $4,762-61.2% |
| Participant deferral / active EE | $455 | $4,086-88.9% | $3,619-87.4% | $5,850-92.2% |
| Admin fee / account holder | $16 | $7,631-99.8% | $6,250-99.7% | $11,596-99.9% |