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 6-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 | $4,318 | $124,281-96.5% | $109,143-96.0% | $167,490-97.4% |
| Participation rate | 57.1% | 79.4%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 116.23% | 26.04%+90.2pp | 25.75%+90.5pp | 478.56%-362.3pp |
| Employer contribution / active EE | $1,083 | $4,207-74.3% | $3,722-70.9% | $4,837-77.6% |
| Participant deferral / active EE | $1,196 | $5,255-77.2% | $4,653-74.3% | $6,341-81.1% |
| Admin fee / account holder | $6 | $7,970-99.9% | $6,752-99.9% | $12,309-99.9% |