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 7-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 | $4,541 | $100,852-95.5% | $90,404-95.0% | $158,922-97.1% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 28.83% | 1724.20%-1695.4pp | 1293.02%-1264.2pp | 302.83%-274.0pp |
| Employer contribution / active EE | $267 | $3,689-92.8% | $3,262-91.8% | $4,761-94.4% |
| Participant deferral / active EE | $641 | $4,348-85.3% | $3,963-83.8% | $5,982-89.3% |
| Admin fee / account holder | $15 | $6,501-99.8% | $5,611-99.7% | $11,246-99.9% |