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 | $9,677 | $39,798-75.7% | $67,711-85.7% | $59,632-83.8% |
| Participation rate | 15.2% | 57.4%-42.2pp | 67.5%-52.4pp | 68.7%-53.5pp |
| Annual return | 663.12% | 89.94%+573.2pp | 25.41%+637.7pp | 2041.28%-1378.2pp |
| Employer contribution / active EE | $264 | $1,393-81.0% | $2,559-89.7% | $2,203-88.0% |
| Participant deferral / active EE | $506 | $2,335-78.3% | $3,585-85.9% | $3,192-84.2% |
| Admin fee / account holder | $77 | $3,212-97.6% | $4,255-98.2% | $4,297-98.2% |