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 3-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 | $2,934 | $158,398-98.1% | $126,539-97.7% | $142,382-97.9% |
| Participation rate | 61.5% | 75.8%-14.3pp | 69.8%-8.3pp | 80.1%-18.6pp |
| Annual return | 20.72% | 593.76%-573.0pp | 425.95%-405.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $81 | $4,650-98.3% | $3,674-97.8% | $4,299-98.1% |
| Participant deferral / active EE | $147 | $4,767-96.9% | $4,083-96.4% | $6,507-97.7% |
| Admin fee / account holder | $158 | $6,918-97.7% | $6,065-97.4% | $12,624-98.7% |