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 | $539 | $112,881-99.5% | $90,951-99.4% | $158,922-99.7% |
| Participation rate | 8.3% | 74.7%-66.4pp | 69.0%-60.7pp | 82.0%-73.6pp |
| Annual return | 59.26% | 215.79%-156.5pp | 134.60%-75.3pp | 302.83%-243.6pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $34 | $4,128-99.2% | $3,373-99.0% | $5,982-99.4% |
| Admin fee / account holder | $1 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |