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 | $8,519 | $59,417-85.7% | $93,606-90.9% | $74,495-88.6% |
| Participation rate | 40.5% | 59.7%-19.1pp | 68.7%-28.2pp | 67.2%-26.7pp |
| Annual return | 11.24% | 81.83%-70.6pp | 133.20%-122.0pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $505 | $1,264-60.0% | $2,420-79.1% | $2,623-80.7% |
| Participant deferral / active EE | $785 | $3,050-74.3% | $4,411-82.2% | $4,346-81.9% |
| Admin fee / account holder | $51 | $3,021-98.3% | $8,285-99.4% | $1,942-97.3% |