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 | $1,066 | $30,400-96.5% | $53,898-98.0% | $84,808-98.7% |
| Participation rate | 16.0% | 46.4%-30.4pp | 55.0%-39.0pp | 68.3%-52.3pp |
| Annual return | 22.05% | 500.19%-478.1pp | 528.60%-506.6pp | 40.90%-18.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $87 | $1,199-92.7% | $1,826-95.2% | $4,212-97.9% |
| Admin fee / account holder | $70 | $1,993-96.5% | $2,491-97.2% | $7,344-99.0% |