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 | $12,473 | $126,574-90.1% | $106,213-88.3% | $145,922-91.5% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 11.37% | 224.79%-213.4pp | 116.14%-104.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $937 | $3,730-74.9% | $3,171-70.4% | $4,660-79.9% |
| Participant deferral / active EE | $1,585 | $5,724-72.3% | $5,016-68.4% | $6,688-76.3% |
| Admin fee / account holder | $62 | $17,304-99.6% | $11,033-99.4% | $13,397-99.5% |