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 | $8,574 | $73,787-88.4% | $98,716-91.3% | $82,448-89.6% |
| Participation rate | 21.6% | 61.4%-39.8pp | 69.3%-47.7pp | 68.1%-46.4pp |
| Annual return | 23.07% | 18.57%+4.5pp | 31.81%-8.7pp | 41.64%-18.6pp |
| Employer contribution / active EE | $362 | $1,511-76.1% | $2,279-84.1% | $2,551-85.8% |
| Participant deferral / active EE | $410 | $3,081-86.7% | $4,048-89.9% | $4,139-90.1% |
| Admin fee / account holder | $21 | $6,500-99.7% | $8,703-99.8% | $7,234-99.7% |