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 7-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 | $1,372 | $100,852-98.6% | $90,404-98.5% | $158,922-99.1% |
| Participation rate | 21.1% | 75.0%-54.0pp | 72.7%-51.6pp | 82.0%-60.9pp |
| Annual return | 45.21% | 1724.20%-1679.0pp | 1293.02%-1247.8pp | 302.83%-257.6pp |
| Employer contribution / active EE | $149 | $3,689-96.0% | $3,262-95.4% | $4,761-96.9% |
| Participant deferral / active EE | $179 | $4,348-95.9% | $3,963-95.5% | $5,982-97.0% |
| Admin fee / account holder | $199 | $6,501-96.9% | $5,611-96.5% | $11,246-98.2% |