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 | $2,269 | $68,097-96.7% | $62,929-96.4% | $137,256-98.3% |
| Participation rate | 64.3% | 77.4%-13.2pp | 73.1%-8.8pp | 80.0%-15.7pp |
| Annual return | 24.83% | 1859.11%-1834.3pp | 1063.93%-1039.1pp | 220.34%-195.5pp |
| Employer contribution / active EE | $382 | $2,811-86.4% | $2,505-84.7% | $4,156-90.8% |
| Participant deferral / active EE | $464 | $4,553-89.8% | $3,888-88.1% | $6,407-92.8% |
| Admin fee / account holder | $7 | $6,521-99.9% | $5,065-99.9% | $12,270-99.9% |