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 | $3,013 | $107,452-97.2% | $91,541-96.7% | $142,382-97.9% |
| Participation rate | 69.2% | 75.1%-5.8pp | 69.8%-0.5pp | 80.1%-10.9pp |
| Annual return | 22.21% | 22.06%+0.2pp | 20.50%+1.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $285 | $2,994-90.5% | $2,505-88.6% | $4,299-93.4% |
| Participant deferral / active EE | $341 | $4,754-92.8% | $4,008-91.5% | $6,507-94.8% |
| Admin fee / account holder | $10 | $8,834-99.9% | $6,956-99.9% | $12,624-99.9% |