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 | $9,288 | $106,515-91.3% | $96,683-90.4% | $139,434-93.3% |
| Participation rate | 21.4% | 77.8%-56.4pp | 74.3%-52.9pp | 80.3%-58.9pp |
| Annual return | 51.79% | 38.43%+13.4pp | 35.69%+16.1pp | 372.94%-321.1pp |
| Employer contribution / active EE | $814 | $4,103-80.2% | $3,737-78.2% | $4,751-82.9% |
| Participant deferral / active EE | $814 | $5,454-85.1% | $4,878-83.3% | $6,710-87.9% |
| Admin fee / account holder | $178 | $7,877-97.7% | $6,730-97.4% | $11,403-98.4% |