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 | $9,073 | $154,117-94.1% | $129,995-93.0% | $139,434-93.5% |
| Participation rate | 38.9% | 82.0%-43.1pp | 78.5%-39.6pp | 80.3%-41.4pp |
| Annual return | 34.71% | 32.48%+2.2pp | -137.18%+171.9pp | 372.94%-338.2pp |
| Employer contribution / active EE | $1,109 | $5,289-79.0% | $4,320-74.3% | $4,751-76.7% |
| Participant deferral / active EE | $1,122 | $6,710-83.3% | $5,820-80.7% | $6,710-83.3% |
| Admin fee / account holder | $96 | $14,007-99.3% | $10,614-99.1% | $11,403-99.2% |