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 | $9,185 | $106,515-91.4% | $96,683-90.5% | $139,434-93.4% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 21.84% | 38.43%-16.6pp | 35.69%-13.9pp | 372.94%-351.1pp |
| Employer contribution / active EE | $904 | $4,103-78.0% | $3,737-75.8% | $4,751-81.0% |
| Participant deferral / active EE | $950 | $5,454-82.6% | $4,878-80.5% | $6,710-85.8% |
| Admin fee / account holder | $12 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |