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 | $280 | $27,915-99.0% | $58,482-99.5% | $75,163-99.6% |
| Participation rate | 55.6% | 38.8%+16.7pp | 50.9%+4.7pp | 67.2%-11.6pp |
| Annual return | 55.36% | 44.20%+11.2pp | 4239.32%-4184.0pp | 160.62%-105.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $114 | $1,201-90.5% | $1,924-94.1% | $4,125-97.2% |
| Admin fee / account holder | $17 | $1,726-99.0% | $2,516-99.3% | $5,651-99.7% |