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 | $5,212 | $148,534-96.5% | $135,903-96.2% | $139,434-96.3% |
| Participation rate | 46.7% | 83.9%-37.2pp | 81.9%-35.2pp | 80.3%-33.7pp |
| Annual return | 74.28% | 79.19%-4.9pp | 68.23%+6.1pp | 372.94%-298.7pp |
| Employer contribution / active EE | $2,068 | $5,243-60.6% | $4,856-57.4% | $4,751-56.5% |
| Participant deferral / active EE | $562 | $8,100-93.1% | $7,758-92.8% | $6,710-91.6% |
| Admin fee / account holder | $10 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |