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 6-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 | $6,571 | $65,561-90.0% | $86,188-92.4% | $75,163-91.3% |
| Participation rate | 65.0% | 60.5%+4.5pp | 69.0%-4.0pp | 67.2%-2.2pp |
| Annual return | 15.16% | 46.05%-30.9pp | 1168.45%-1153.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,007 | $1,553-35.1% | $2,380-57.7% | $2,670-62.3% |
| Participant deferral / active EE | $1,034 | $3,024-65.8% | $3,985-74.1% | $4,125-74.9% |
| Admin fee / account holder | $161 | $5,474-97.1% | $6,852-97.7% | $5,651-97.2% |