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 7-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 | $1,306 | $226,064-99.4% | $182,532-99.3% | $152,861-99.1% |
| Participation rate | 8.3% | 82.5%-74.1pp | 78.0%-69.6pp | 82.4%-74.1pp |
| Annual return | 56.20% | 192.51%-136.3pp | 148.54%-92.3pp | 345.32%-289.1pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $73 | $6,368-98.9% | $5,524-98.7% | $5,850-98.7% |
| Admin fee / account holder | $3 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |