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 6-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 | $747 | $99,020-99.2% | $86,590-99.1% | $147,584-99.5% |
| Participation rate | 62.5% | 76.3%-13.8pp | 73.5%-11.0pp | 82.8%-20.3pp |
| Annual return | 470.21% | 1312.34%-842.1pp | 964.84%-494.6pp | 578.55%-108.3pp |
| Employer contribution / active EE | $281 | $3,132-91.0% | $2,839-90.1% | $4,876-94.2% |
| Participant deferral / active EE | $394 | $3,972-90.1% | $3,609-89.1% | $5,439-92.8% |
| Admin fee / account holder | $73 | $5,710-98.7% | $4,906-98.5% | $10,885-99.3% |