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 | $353 | $65,561-99.5% | $86,188-99.6% | $75,163-99.5% |
| Participation rate | 2.5% | 60.5%-58.0pp | 69.0%-66.5pp | 67.2%-64.7pp |
| Annual return | 40.10% | 46.05%-6.0pp | 1168.45%-1128.3pp | 160.62%-120.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5 | $3,024-99.8% | $3,985-99.9% | $4,125-99.9% |
| Admin fee / account holder | $1 | $5,474-100.0% | $6,852-100.0% | $5,651-100.0% |