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 | $11,121 | $159,901-93.0% | $146,958-92.4% | $145,922-92.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.61% | 98.13%-81.5pp | 418.34%-401.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,734 | $5,286-67.2% | $4,933-64.8% | $4,660-62.8% |
| Participant deferral / active EE | $1,734 | $8,428-79.4% | $8,070-78.5% | $6,688-74.1% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |