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 | $421 | $29,660-98.6% | $56,411-99.3% | $80,856-99.5% |
| Participation rate | 28.2% | 41.6%-13.4pp | 52.5%-24.3pp | 67.6%-39.4pp |
| Annual return | 14.05% | 35.23%-21.2pp | 1701.33%-1687.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $17 | $1,226-98.6% | $1,952-99.1% | $4,296-99.6% |
| Admin fee / account holder | $13 | $2,428-99.5% | $2,829-99.5% | $6,918-99.8% |