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 | $8,378 | $77,899-89.2% | $149,673-94.4% | $75,163-88.9% |
| Participation rate | 52.9% | 65.6%-12.6pp | 78.8%-25.8pp | 67.2%-14.3pp |
| Annual return | 23.56% | 31.72%-8.2pp | 134.42%-110.9pp | 160.62%-137.1pp |
| Employer contribution / active EE | $2,014 | $3,137-35.8% | $4,818-58.2% | $2,670-24.6% |
| Participant deferral / active EE | $409 | $3,411-88.0% | $5,680-92.8% | $4,125-90.1% |
| Admin fee / account holder | $72 | $5,956-98.8% | $13,210-99.5% | $5,651-98.7% |