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 | $7,331 | $179,726-95.9% | $156,263-95.3% | $142,382-94.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 30.44% | 77.86%-47.4pp | 59.47%-29.0pp | 217.08%-186.6pp |
| Employer contribution / active EE | $1,486 | $5,069-70.7% | $4,333-65.7% | $4,299-65.4% |
| Participant deferral / active EE | $1,783 | $6,956-74.4% | $6,158-71.0% | $6,507-72.6% |
| Admin fee / account holder | $59 | $17,272-99.7% | $14,255-99.6% | $12,624-99.5% |