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 | $10,970 | $70,669-84.5% | $169,368-93.5% | $75,163-85.4% |
| Participation rate | 18.4% | 64.8%-46.4pp | 77.1%-58.8pp | 67.2%-48.8pp |
| Annual return | 33.23% | 36.36%-3.1pp | 405.60%-372.4pp | 160.62%-127.4pp |
| Employer contribution / active EE | $531 | $2,211-76.0% | $4,013-86.8% | $2,670-80.1% |
| Participant deferral / active EE | $940 | $4,311-78.2% | $6,221-84.9% | $4,125-77.2% |
| Admin fee / account holder | $99 | $5,402-98.2% | $9,003-98.9% | $5,651-98.3% |