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 | $5,215 | $209,336-97.5% | $197,124-97.4% | $137,256-96.2% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 55.22% | 48.09%+7.1pp | 44.34%+10.9pp | 220.34%-165.1pp |
| Employer contribution / active EE | $1,397 | $6,591-78.8% | $6,227-77.6% | $4,156-66.4% |
| Participant deferral / active EE | $998 | $9,614-89.6% | $9,135-89.1% | $6,407-84.4% |
| Admin fee / account holder | $48 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |