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 | $3,572 | $70,756-95.0% | $65,493-94.5% | $142,382-97.5% |
| Participation rate | 62.5% | 77.4%-14.9pp | 73.1%-10.6pp | 80.1%-17.6pp |
| Annual return | 22.24% | 1754.89%-1732.7pp | 982.45%-960.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $253 | $2,881-91.2% | $2,574-90.2% | $4,299-94.1% |
| Participant deferral / active EE | $368 | $4,637-92.1% | $3,961-90.7% | $6,507-94.3% |
| Admin fee / account holder | $25 | $6,559-99.6% | $5,028-99.5% | $12,624-99.8% |