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 | $1,145 | $149,040-99.2% | $120,225-99.0% | $137,256-99.2% |
| Participation rate | 53.8% | 75.4%-21.6pp | 69.6%-15.7pp | 80.0%-26.1pp |
| Annual return | 16.97% | 605.68%-588.7pp | 439.23%-422.3pp | 220.34%-203.4pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $272 | $4,655-94.2% | $3,999-93.2% | $6,407-95.8% |
| Admin fee / account holder | $117 | $6,348-98.2% | $5,696-97.9% | $12,270-99.0% |