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 | $15,248 | $132,634-88.5% | $115,768-86.8% | $137,256-88.9% |
| Participation rate | 36.4% | 77.9%-41.5pp | 74.4%-38.0pp | 80.0%-43.6pp |
| Annual return | 24.70% | 160.70%-136.0pp | 100.46%-75.8pp | 220.34%-195.6pp |
| Employer contribution / active EE | $888 | $3,360-73.6% | $2,940-69.8% | $4,156-78.6% |
| Participant deferral / active EE | $1,283 | $5,619-77.2% | $4,917-73.9% | $6,407-80.0% |
| Admin fee / account holder | $66 | $15,028-99.6% | $12,439-99.5% | $12,270-99.5% |