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 9-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 | $1,614 | $102,966-98.4% | $90,281-98.2% | $152,861-98.9% |
| Participation rate | 36.4% | 75.9%-39.5pp | 73.3%-36.9pp | 82.4%-46.1pp |
| Annual return | 421.09% | 95.16%+325.9pp | 78.10%+343.0pp | 345.32%+75.8pp |
| Employer contribution / active EE | $595 | $3,139-81.1% | $2,854-79.2% | $4,762-87.5% |
| Participant deferral / active EE | $742 | $4,281-82.7% | $3,885-80.9% | $5,850-87.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |