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.
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 | $3,768 | $111,724-96.6% | $93,606-96.0% | $145,922-97.4% |
| Participation rate | 4.2% | 74.2%-70.0pp | 68.7%-64.6pp | 80.3%-76.1pp |
| Annual return | 9.68% | 202.98%-193.3pp | 133.20%-123.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $23 | $4,912-99.5% | $4,411-99.5% | $6,688-99.7% |
| Admin fee / account holder | $15 | $10,250-99.9% | $8,285-99.8% | $13,397-99.9% |