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 3-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 | $1,267 | $96,635-98.7% | $86,612-98.5% | $139,434-99.1% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 170.71% | 106.41%+64.3pp | 591.07%-420.4pp | 372.94%-202.2pp |
| Employer contribution / active EE | $773 | $3,263-76.3% | $3,022-74.4% | $4,751-83.7% |
| Participant deferral / active EE | $823 | $4,836-83.0% | $4,438-81.4% | $6,710-87.7% |
| Admin fee / account holder | $101 | $6,408-98.4% | $5,614-98.2% | $11,403-99.1% |