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 6-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 | $5,899 | $98,750-94.0% | $149,696-96.1% | $79,858-92.6% |
| Participation rate | 52.9% | 75.8%-22.8pp | 82.5%-29.5pp | 69.6%-16.7pp |
| Annual return | 1247.34% | 27.43%+1219.9pp | 276.60%+970.7pp | 31.71%+1215.6pp |
| Employer contribution / active EE | $857 | $3,216-73.4% | $4,644-81.6% | $2,471-65.3% |
| Participant deferral / active EE | $1,848 | $5,680-67.5% | $6,842-73.0% | $3,740-50.6% |
| Admin fee / account holder | $25 | $6,053-99.6% | $9,309-99.7% | $5,306-99.5% |