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 | $12,570 | $91,538-86.3% | $129,995-90.3% | $75,163-83.3% |
| Participation rate | 31.7% | 71.4%-39.7pp | 78.5%-46.7pp | 67.2%-35.4pp |
| Annual return | 25.30% | -631.11%+656.4pp | -137.18%+162.5pp | 160.62%-135.3pp |
| Employer contribution / active EE | $850 | $2,845-70.1% | $4,320-80.3% | $2,670-68.2% |
| Participant deferral / active EE | $1,335 | $4,341-69.3% | $5,820-77.1% | $4,125-67.6% |
| Admin fee / account holder | $68 | $6,790-99.0% | $10,614-99.4% | $5,651-98.8% |