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 | $402 | $76,738-99.5% | $56,411-99.3% | $145,922-99.7% |
| Participation rate | 68.4% | 63.2%+5.2pp | 52.5%+16.0pp | 80.3%-11.9pp |
| Annual return | 13.79% | 2994.23%-2980.4pp | 1701.33%-1687.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $194 | $2,623-92.6% | $1,952-90.1% | $6,688-97.1% |
| Admin fee / account holder | $18 | $3,334-99.5% | $2,829-99.4% | $13,397-99.9% |