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 5-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 | $284 | $96,305-99.7% | $80,569-99.6% | $139,434-99.8% |
| Participation rate | 41.7% | 73.6%-32.0pp | 67.0%-25.3pp | 80.3%-38.7pp |
| Annual return | 14.26% | 1350.08%-1335.8pp | 935.43%-921.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $39 | $5,232-99.3% | $4,447-99.1% | $6,710-99.4% |
| Admin fee / account holder | $1 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |