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 | $11,052 | $47,126-76.5% | $149,673-92.6% | $74,419-85.1% |
| Participation rate | 11.6% | 63.4%-51.8pp | 78.8%-67.2pp | 70.7%-59.1pp |
| Annual return | 286.05% | 22.75%+263.3pp | 134.42%+151.6pp | 34.38%+251.7pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $619 | $2,728-77.3% | $5,680-89.1% | $4,528-86.3% |
| Admin fee / account holder | $145 | $343-57.7% | $13,210-98.9% | $348-58.4% |