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 8-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 | $4,017 | $49,922-92.0% | $80,569-95.0% | $75,163-94.7% |
| Participation rate | 16.1% | 55.3%-39.2pp | 67.0%-50.9pp | 67.2%-51.1pp |
| Annual return | 32.87% | 34.69%-1.8pp | 935.43%-902.6pp | 160.62%-127.7pp |
| Employer contribution / active EE | $331 | $1,698-80.5% | $2,723-87.8% | $2,670-87.6% |
| Participant deferral / active EE | $442 | $2,990-85.2% | $4,447-90.1% | $4,125-89.3% |
| Admin fee / account holder | $8 | $3,577-99.8% | $5,377-99.9% | $5,651-99.9% |