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 | $8,421 | $180,449-95.3% | $154,107-94.5% | $135,375-93.8% |
| Participation rate | 34.8% | 87.4%-52.6pp | 83.0%-48.3pp | 82.6%-47.9pp |
| Annual return | 0.00% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,445 | $6,035-76.1% | $5,298-72.7% | $4,779-69.8% |
| Participant deferral / active EE | $1,669 | $5,806-71.3% | $5,081-67.2% | $5,609-70.3% |
| Admin fee / account holder | $8 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |