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 | $3,998 | $78,422-94.9% | $95,952-95.8% | $79,858-95.0% |
| Participation rate | 59.4% | 73.5%-14.1pp | 77.1%-17.7pp | 69.6%-10.3pp |
| Annual return | 845.47% | 19.37%+826.1pp | 91.61%+753.9pp | 31.71%+813.8pp |
| Employer contribution / active EE | $977 | $1,945-49.8% | $2,541-61.5% | $2,471-60.5% |
| Participant deferral / active EE | $1,517 | $3,440-55.9% | $4,167-63.6% | $3,740-59.4% |
| Admin fee / account holder | $22 | $5,622-99.6% | $6,795-99.7% | $5,306-99.6% |