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 7-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 | $3,427 | $76,000-95.5% | $154,107-97.8% | $64,186-94.7% |
| Participation rate | 20.7% | 70.4%-49.7pp | 83.0%-62.3pp | 69.6%-48.9pp |
| Annual return | 180.09% | 30.32%+149.8pp | 735.12%-555.0pp | 7.63%+172.5pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $320 | $3,175-89.9% | $5,081-93.7% | $3,470-90.8% |
| Admin fee / account holder | $217 | $5,596-96.1% | $13,411-98.4% | $4,888-95.6% |