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 | $11,816 | $183,519-93.6% | $155,509-92.4% | $145,922-91.9% |
| Participation rate | 69.2% | 82.7%-13.4pp | 78.2%-9.0pp | 80.3%-11.0pp |
| Annual return | 18.14% | 61.17%-43.0pp | 64.67%-46.5pp | 561.29%-543.2pp |
| Employer contribution / active EE | $1,206 | $5,313-77.3% | $4,672-74.2% | $4,660-74.1% |
| Participant deferral / active EE | $1,633 | $6,462-74.7% | $5,626-71.0% | $6,688-75.6% |
| Admin fee / account holder | $24 | $19,313-99.9% | $15,912-99.8% | $13,397-99.8% |