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 3-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 | $9,597 | $81,460-88.2% | $103,333-90.7% | $80,856-88.1% |
| Participation rate | 52.0% | 66.8%-14.8pp | 74.5%-22.5pp | 67.6%-15.6pp |
| Annual return | 14.18% | 25.55%-11.4pp | 24.88%-10.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $897 | $3,105-71.1% | $3,868-76.8% | $2,755-67.4% |
| Participant deferral / active EE | $1,186 | $3,869-69.4% | $5,057-76.6% | $4,296-72.4% |
| Admin fee / account holder | $22 | $6,566-99.7% | $8,355-99.7% | $6,918-99.7% |