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 | $2,561 | $129,217-98.0% | $93,406-97.3% | $158,922-98.4% |
| Participation rate | 14.3% | 71.0%-56.7pp | 66.8%-52.5pp | 82.0%-67.7pp |
| Annual return | 139.74% | 118.21%+21.5pp | 78.05%+61.7pp | 302.83%-163.1pp |
| Employer contribution / active EE | $146 | $2,711-94.6% | $2,075-93.0% | $4,761-96.9% |
| Participant deferral / active EE | $146 | $3,909-96.3% | $3,126-95.3% | $5,982-97.6% |
| Admin fee / account holder | $86 | $7,383-98.8% | $5,230-98.4% | $11,246-99.2% |