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 | $8,435 | $175,202-95.2% | $149,673-94.4% | $139,434-94.0% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 80.97% | 166.71%-85.7pp | 134.42%-53.4pp | 372.94%-292.0pp |
| Employer contribution / active EE | $1,105 | $5,474-79.8% | $4,818-77.1% | $4,751-76.7% |
| Participant deferral / active EE | $1,250 | $6,519-80.8% | $5,680-78.0% | $6,710-81.4% |
| Admin fee / account holder | $44 | $16,150-99.7% | $13,210-99.7% | $11,403-99.6% |