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 3-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 | $1,520 | $149,040-99.0% | $120,225-98.7% | $137,256-98.9% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 18.64% | 605.68%-587.0pp | 439.23%-420.6pp | 220.34%-201.7pp |
| Employer contribution / active EE | $46 | $4,350-98.9% | $3,475-98.7% | $4,156-98.9% |
| Participant deferral / active EE | $191 | $4,655-95.9% | $3,999-95.2% | $6,407-97.0% |
| Admin fee / account holder | $31 | $6,348-99.5% | $5,696-99.5% | $12,270-99.8% |