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 9-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 | $2,233 | $101,069-97.8% | $81,478-97.3% | $147,584-98.5% |
| Participation rate | 20.8% | 74.5%-53.6pp | 68.0%-47.1pp | 82.8%-62.0pp |
| Annual return | 332.90% | 32.40%+300.5pp | 38.78%+294.1pp | 578.55%-245.6pp |
| Employer contribution / active EE | $159 | $3,205-95.0% | $2,568-93.8% | $4,876-96.7% |
| Participant deferral / active EE | $358 | $4,242-91.6% | $3,537-89.9% | $5,439-93.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |