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 7-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 | $7,234 | $167,307-95.7% | $143,757-95.0% | $134,475-94.6% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -16.87% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,514 | $5,619-55.3% | $4,951-49.2% | $4,740-47.0% |
| Participant deferral / active EE | $1,567 | $6,446-75.7% | $5,637-72.2% | $6,400-75.5% |
| Admin fee / account holder | $118 | $18,088-99.3% | $14,673-99.2% | $11,426-99.0% |