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 | $214,378-97.6% | $200,582-97.4% | $142,382-96.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 55.22% | 46.41%+8.8pp | 42.33%+12.9pp | 217.08%-161.9pp |
| Employer contribution / active EE | $1,397 | $6,841-79.6% | $6,419-78.2% | $4,299-67.5% |
| Participant deferral / active EE | $998 | $9,865-89.9% | $9,331-89.3% | $6,507-84.7% |
| Admin fee / account holder | $48 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |