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 | $5,316 | $99,020-94.6% | $86,590-93.9% | $147,584-96.4% |
| Participation rate | 10.0% | 76.3%-66.3pp | 73.5%-63.5pp | 82.8%-72.8pp |
| Annual return | 41.67% | 1312.34%-1270.7pp | 964.84%-923.2pp | 578.55%-536.9pp |
| Employer contribution / active EE | $156 | $3,132-95.0% | $2,839-94.5% | $4,876-96.8% |
| Participant deferral / active EE | $260 | $3,972-93.5% | $3,609-92.8% | $5,439-95.2% |
| Admin fee / account holder | $13 | $5,710-99.8% | $4,906-99.7% | $10,885-99.9% |