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 | $452 | $70,606-99.4% | $53,898-99.2% | $142,382-99.7% |
| Participation rate | 52.4% | 63.7%-11.3pp | 55.0%-2.6pp | 80.1%-27.7pp |
| Annual return | 33.35% | 619.81%-586.5pp | 528.60%-495.3pp | 217.08%-183.7pp |
| Employer contribution / active EE | $118 | $1,202-90.2% | $932-87.3% | $4,299-97.3% |
| Participant deferral / active EE | $136 | $2,364-94.3% | $1,826-92.6% | $6,507-97.9% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |