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 | $1,025 | $57,281-98.2% | $86,612-98.8% | $75,163-98.6% |
| Participation rate | 14.8% | 63.2%-48.4pp | 71.7%-56.9pp | 67.2%-52.4pp |
| Annual return | 35.46% | 2670.75%-2635.3pp | 591.07%-555.6pp | 160.62%-125.2pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $94 | $3,318-97.2% | $4,438-97.9% | $4,125-97.7% |
| Admin fee / account holder | $3 | $4,112-99.9% | $5,614-100.0% | $5,651-100.0% |