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 | $1,172 | $76,738-98.5% | $56,411-97.9% | $145,922-99.2% |
| Participation rate | 45.0% | 63.2%-18.2pp | 52.5%-7.5pp | 80.3%-35.3pp |
| Annual return | 7.62% | 2994.23%-2986.6pp | 1701.33%-1693.7pp | 561.29%-553.7pp |
| Employer contribution / active EE | $144 | $1,380-89.6% | $1,039-86.2% | $4,660-96.9% |
| Participant deferral / active EE | $144 | $2,623-94.5% | $1,952-92.6% | $6,688-97.8% |
| Admin fee / account holder | $81 | $3,334-97.6% | $2,829-97.1% | $13,397-99.4% |