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 9-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 | $8,045 | $99,020-91.9% | $86,590-90.7% | $147,584-94.5% |
| Participation rate | 12.5% | 76.3%-63.8pp | 73.5%-61.0pp | 82.8%-70.3pp |
| Annual return | 380.00% | 1312.34%-932.3pp | 964.84%-584.8pp | 578.55%-198.6pp |
| Employer contribution / active EE | $84 | $3,132-97.3% | $2,839-97.0% | $4,876-98.3% |
| Participant deferral / active EE | $133 | $3,972-96.6% | $3,609-96.3% | $5,439-97.6% |
| Admin fee / account holder | $24 | $5,710-99.6% | $4,906-99.5% | $10,885-99.8% |