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 5-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 | $1,606 | $31,310-94.9% | $53,898-97.0% | $74,304-97.8% |
| Participation rate | 53.9% | 30.7%+23.2pp | 55.0%-1.0pp | 60.3%-6.4pp |
| Annual return | 16.99% | 23.16%-6.2pp | 528.60%-511.6pp | 29.43%-12.4pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $150 | $934-83.9% | $1,826-91.8% | $3,767-96.0% |
| Admin fee / account holder | $82 | $2,175-96.2% | $2,491-96.7% | $2,969-97.2% |