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 4-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 | $1,775 | $96,305-98.2% | $80,569-97.8% | $139,434-98.7% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 26.26% | 1350.08%-1323.8pp | 935.43%-909.2pp | 372.94%-346.7pp |
| Employer contribution / active EE | $431 | $3,262-86.8% | $2,723-84.2% | $4,751-90.9% |
| Participant deferral / active EE | $455 | $5,232-91.3% | $4,447-89.8% | $6,710-93.2% |
| Admin fee / account holder | $16 | $6,599-99.8% | $5,377-99.7% | $11,403-99.9% |