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 | $4,065 | $109,817-96.3% | $98,442-95.9% | $167,490-97.6% |
| Participation rate | 28.6% | 75.8%-47.3pp | 73.3%-44.8pp | 82.1%-53.5pp |
| Annual return | 18.38% | 1956.69%-1938.3pp | 1492.73%-1474.3pp | 478.56%-460.2pp |
| Employer contribution / active EE | $239 | $3,224-92.6% | $2,960-91.9% | $4,837-95.1% |
| Participant deferral / active EE | $250 | $4,673-94.6% | $4,276-94.1% | $6,341-96.1% |
| Admin fee / account holder | $58 | $6,753-99.1% | $5,949-99.0% | $12,309-99.5% |