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 | $5,254 | $96,635-94.6% | $86,612-93.9% | $139,434-96.2% |
| Participation rate | 23.1% | 74.4%-51.3pp | 71.7%-48.6pp | 80.3%-57.2pp |
| Annual return | 22.54% | 106.41%-83.9pp | 591.07%-568.5pp | 372.94%-350.4pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $305 | $4,836-93.7% | $4,438-93.1% | $6,710-95.5% |
| Admin fee / account holder | $271 | $6,408-95.8% | $5,614-95.2% | $11,403-97.6% |