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 6-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 | $1,883 | $109,817-98.3% | $98,442-98.1% | $167,490-98.9% |
| Participation rate | 44.4% | 75.8%-31.4pp | 73.3%-28.9pp | 82.1%-37.7pp |
| Annual return | 52.22% | 1956.69%-1904.5pp | 1492.73%-1440.5pp | 478.56%-426.3pp |
| Employer contribution / active EE | $271 | $3,224-91.6% | $2,960-90.8% | $4,837-94.4% |
| Participant deferral / active EE | $406 | $4,673-91.3% | $4,276-90.5% | $6,341-93.6% |
| Admin fee / account holder | $9 | $6,753-99.9% | $5,949-99.9% | $12,309-99.9% |