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 | $1,771 | $104,486-98.3% | $76,817-97.7% | $152,861-98.8% |
| Participation rate | 52.9% | 76.6%-23.7pp | 72.1%-19.1pp | 82.4%-29.5pp |
| Annual return | 32.04% | 1013.37%-981.3pp | 1166.11%-1134.1pp | 345.32%-313.3pp |
| Employer contribution / active EE | $292 | $3,116-90.6% | $2,302-87.3% | $4,762-93.9% |
| Participant deferral / active EE | $412 | $4,236-90.3% | $3,336-87.7% | $5,850-93.0% |
| Admin fee / account holder | $114 | $12,275-99.1% | $6,420-98.2% | $11,596-99.0% |