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 | $1,362 | $81,625-98.3% | $58,482-97.7% | $139,434-99.0% |
| Participation rate | 55.6% | 61.3%-5.8pp | 50.9%+4.7pp | 80.3%-24.8pp |
| Annual return | 21.08% | 7404.20%-7383.1pp | 4239.32%-4218.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $103 | $1,398-92.7% | $1,053-90.3% | $4,751-97.8% |
| Participant deferral / active EE | $123 | $2,557-95.2% | $1,924-93.6% | $6,710-98.2% |
| Admin fee / account holder | $29 | $3,265-99.1% | $2,516-98.8% | $11,403-99.7% |