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 | $18,394 | $93,571-80.3% | $135,903-86.5% | $75,163-75.5% |
| Participation rate | 52.9% | 75.2%-22.2pp | 81.9%-29.0pp | 67.2%-14.3pp |
| Annual return | 513.57% | 30.90%+482.7pp | 68.23%+445.3pp | 160.62%+353.0pp |
| Employer contribution / active EE | $1,705 | $3,537-51.8% | $4,856-64.9% | $2,670-36.1% |
| Participant deferral / active EE | $1,966 | $6,404-69.3% | $7,758-74.7% | $4,125-52.3% |
| Admin fee / account holder | $6 | $6,975-99.9% | $10,762-99.9% | $5,651-99.9% |