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 | $1,613 | $96,305-98.3% | $80,569-98.0% | $139,434-98.8% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 21.38% | 1350.08%-1328.7pp | 935.43%-914.1pp | 372.94%-351.6pp |
| Employer contribution / active EE | $448 | $3,262-86.3% | $2,723-83.5% | $4,751-90.6% |
| Participant deferral / active EE | $559 | $5,232-89.3% | $4,447-87.4% | $6,710-91.7% |
| Admin fee / account holder | $221 | $6,599-96.7% | $5,377-95.9% | $11,403-98.1% |