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 | $5,230 | $175,202-97.0% | $149,673-96.5% | $139,434-96.2% |
| Participation rate | 8.3% | 83.4%-75.0pp | 78.8%-70.4pp | 80.3%-72.0pp |
| Annual return | 205.56% | 166.71%+38.8pp | 134.42%+71.1pp | 372.94%-167.4pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $390 | $6,519-94.0% | $5,680-93.1% | $6,710-94.2% |
| Admin fee / account holder | $8 | $16,150-100.0% | $13,210-99.9% | $11,403-99.9% |