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 3-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 | $4,846 | $57,281-91.5% | $86,612-94.4% | $75,163-93.6% |
| Participation rate | 32.5% | 63.2%-30.7pp | 71.7%-39.2pp | 67.2%-34.7pp |
| Annual return | 32.79% | 2670.75%-2638.0pp | 591.07%-558.3pp | 160.62%-127.8pp |
| Employer contribution / active EE | $495 | $2,314-78.6% | $3,022-83.6% | $2,670-81.5% |
| Participant deferral / active EE | $521 | $3,318-84.3% | $4,438-88.2% | $4,125-87.4% |
| Admin fee / account holder | $39 | $4,112-99.1% | $5,614-99.3% | $5,651-99.3% |