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 7-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 | $658 | $121,625-99.5% | $104,607-99.4% | $158,922-99.6% |
| Participation rate | 44.4% | 77.5%-33.1pp | 74.1%-29.6pp | 82.0%-37.5pp |
| Annual return | 61.13% | 465.26%-404.1pp | 340.46%-279.3pp | 302.83%-241.7pp |
| Employer contribution / active EE | $246 | $3,163-92.2% | $2,681-90.8% | $4,761-94.8% |
| Participant deferral / active EE | $282 | $4,177-93.3% | $3,740-92.5% | $5,982-95.3% |
| Admin fee / account holder | $129 | $7,787-98.3% | $6,473-98.0% | $11,246-98.9% |