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 5-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 | $3,589 | $96,635-96.3% | $86,612-95.9% | $139,434-97.4% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 37.43% | 106.41%-69.0pp | 591.07%-553.6pp | 372.94%-335.5pp |
| Employer contribution / active EE | $596 | $3,263-81.7% | $3,022-80.3% | $4,751-87.5% |
| Participant deferral / active EE | $693 | $4,836-85.7% | $4,438-84.4% | $6,710-89.7% |
| Admin fee / account holder | $4 | $6,408-99.9% | $5,614-99.9% | $11,403-100.0% |