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 | $19,926 | $101,724-80.4% | $164,813-87.9% | $80,856-75.4% |
| Participation rate | 29.6% | 71.8%-42.3pp | 78.6%-49.0pp | 67.6%-38.1pp |
| Annual return | 13.04% | 16.72%-3.7pp | 69.93%-56.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $830 | $2,953-71.9% | $4,341-80.9% | $2,755-69.9% |
| Participant deferral / active EE | $1,303 | $4,477-70.9% | $6,031-78.4% | $4,296-69.7% |
| Admin fee / account holder | $145 | $8,227-98.2% | $12,690-98.9% | $6,918-97.9% |