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 4-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 | $7,035 | $46,553-84.9% | $64,056-89.0% | $75,163-90.6% |
| Participation rate | 19.6% | 65.9%-46.4pp | 72.3%-52.7pp | 67.2%-47.6pp |
| Annual return | 123.75% | 26.03%+97.7pp | 33.69%+90.1pp | 160.62%-36.9pp |
| Employer contribution / active EE | $699 | $1,974-64.6% | $2,747-74.5% | $2,670-73.8% |
| Participant deferral / active EE | $578 | $2,837-79.6% | $3,880-85.1% | $4,125-86.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |