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 | $4,352 | $56,060-92.2% | $76,002-94.3% | $80,874-94.6% |
| Participation rate | 53.6% | 62.0%-8.5pp | 69.1%-15.5pp | 67.6%-14.1pp |
| Annual return | 17.10% | 20.54%-3.4pp | 360.07%-343.0pp | 35.62%-18.5pp |
| Employer contribution / active EE | $1,767 | $1,873-5.7% | $2,688-34.3% | $2,756-35.9% |
| Participant deferral / active EE | $647 | $3,051-78.8% | $4,257-84.8% | $4,297-85.0% |
| Admin fee / account holder | $279 | $5,237-94.7% | $6,414-95.6% | $6,935-96.0% |