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 | $1,025 | $30,400-96.6% | $53,898-98.1% | $84,808-98.8% |
| Participation rate | 51.9% | 46.4%+5.4pp | 55.0%-3.1pp | 68.3%-16.5pp |
| Annual return | 29.77% | 500.19%-470.4pp | 528.60%-498.8pp | 40.90%-11.1pp |
| Employer contribution / active EE | $184 | $603-69.5% | $932-80.3% | $2,631-93.0% |
| Participant deferral / active EE | $148 | $1,199-87.7% | $1,826-91.9% | $4,212-96.5% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |