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 9-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 | $4,081 | $99,020-95.9% | $86,590-95.3% | $147,584-97.2% |
| Participation rate | 18.8% | 76.3%-57.6pp | 73.5%-54.8pp | 82.8%-64.1pp |
| Annual return | 51.46% | 1312.34%-1260.9pp | 964.84%-913.4pp | 578.55%-527.1pp |
| Employer contribution / active EE | $128 | $3,132-95.9% | $2,839-95.5% | $4,876-97.4% |
| Participant deferral / active EE | $440 | $3,972-88.9% | $3,609-87.8% | $5,439-91.9% |
| Admin fee / account holder | $10 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |