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 | $11,089 | $159,901-93.1% | $146,958-92.5% | $145,922-92.4% |
| Participation rate | 60.9% | 84.0%-23.1pp | 82.2%-21.3pp | 80.3%-19.4pp |
| Annual return | 19.00% | 98.13%-79.1pp | 418.34%-399.3pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,508 | $5,286-71.5% | $4,933-69.4% | $4,660-67.6% |
| Participant deferral / active EE | $2,573 | $8,428-69.5% | $8,070-68.1% | $6,688-61.5% |
| Admin fee / account holder | $48 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |