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 | $1,821 | $96,635-98.1% | $86,612-97.9% | $139,434-98.7% |
| Participation rate | 46.2% | 74.4%-28.2pp | 71.7%-25.5pp | 80.3%-34.2pp |
| Annual return | 40.85% | 106.41%-65.6pp | 591.07%-550.2pp | 372.94%-332.1pp |
| Employer contribution / active EE | $368 | $3,263-88.7% | $3,022-87.8% | $4,751-92.3% |
| Participant deferral / active EE | $458 | $4,836-90.5% | $4,438-89.7% | $6,710-93.2% |
| Admin fee / account holder | $115 | $6,408-98.2% | $5,614-98.0% | $11,403-99.0% |