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 | $6,954 | $159,602-95.6% | $150,045-95.4% | $142,382-95.1% |
| Participation rate | 63.6% | 84.0%-20.3pp | 82.3%-18.7pp | 80.1%-16.5pp |
| Annual return | 26.20% | 70.24%-44.0pp | 62.55%-36.3pp | 217.08%-190.9pp |
| Employer contribution / active EE | $1,305 | $4,961-73.7% | $4,693-72.2% | $4,299-69.7% |
| Participant deferral / active EE | $1,963 | $8,310-76.4% | $7,997-75.5% | $6,507-69.8% |
| Admin fee / account holder | $214 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |