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 | $5,389 | $72,277-92.5% | $101,248-94.7% | $79,858-93.3% |
| Participation rate | 46.5% | 68.5%-22.0pp | 75.8%-29.3pp | 69.6%-23.2pp |
| Annual return | 449.87% | 22.30%+427.6pp | 46.47%+403.4pp | 31.71%+418.2pp |
| Employer contribution / active EE | $817 | $2,692-69.6% | $3,660-77.7% | $2,471-66.9% |
| Participant deferral / active EE | $925 | $3,282-71.8% | $4,370-78.8% | $3,740-75.3% |
| Admin fee / account holder | $25 | $4,400-99.4% | $5,945-99.6% | $5,306-99.5% |