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 4-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.
Employer 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 | $3,183 | $96,305-96.7% | $80,569-96.0% | $139,434-97.7% |
| Participation rate | 44.4% | 73.6%-29.2pp | 67.0%-22.6pp | 80.3%-35.9pp |
| Annual return | 47.91% | 1350.08%-1302.2pp | 935.43%-887.5pp | 372.94%-325.0pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $888 | $5,232-83.0% | $4,447-80.0% | $6,710-86.8% |
| Admin fee / account holder | $17 | $6,599-99.7% | $5,377-99.7% | $11,403-99.8% |