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 6-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 | $5,463 | $124,281-95.6% | $109,143-95.0% | $167,490-96.7% |
| Participation rate | 61.5% | 79.4%-17.9pp | 75.9%-14.3pp | 82.1%-20.6pp |
| Annual return | 23.28% | 26.04%-2.8pp | 25.75%-2.5pp | 478.56%-455.3pp |
| Employer contribution / active EE | $974 | $4,207-76.8% | $3,722-73.8% | $4,837-79.9% |
| Participant deferral / active EE | $1,218 | $5,255-76.8% | $4,653-73.8% | $6,341-80.8% |
| Admin fee / account holder | $54 | $7,970-99.3% | $6,752-99.2% | $12,309-99.6% |