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 5-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 | $15,730 | $66,098-76.2% | $101,794-84.5% | $74,304-78.8% |
| Participation rate | 47.2% | 53.8%-6.5pp | 69.2%-22.0pp | 60.3%-13.1pp |
| Annual return | 91.50% | 19.59%+71.9pp | 30.53%+61.0pp | 29.43%+62.1pp |
| Employer contribution / active EE | $306 | $1,082-71.7% | $2,289-86.6% | $2,241-86.3% |
| Participant deferral / active EE | $803 | $2,781-71.1% | $4,084-80.3% | $3,767-78.7% |
| Admin fee / account holder | $156 | $4,146-96.2% | $8,777-98.2% | $2,969-94.7% |