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 3-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 | $5,231 | $106,515-95.1% | $96,683-94.6% | $139,434-96.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 32.89% | 38.43%-5.5pp | 35.69%-2.8pp | 372.94%-340.1pp |
| Employer contribution / active EE | $1,150 | $4,103-72.0% | $3,737-69.2% | $4,751-75.8% |
| Participant deferral / active EE | $1,303 | $5,454-76.1% | $4,878-73.3% | $6,710-80.6% |
| Admin fee / account holder | $67 | $7,877-99.2% | $6,730-99.0% | $11,403-99.4% |