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 | $3,578 | $111,724-96.8% | $93,606-96.2% | $145,922-97.5% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 16.90% | 202.98%-186.1pp | 133.20%-116.3pp | 561.29%-544.4pp |
| Employer contribution / active EE | $785 | $3,090-74.6% | $2,420-67.5% | $4,660-83.1% |
| Participant deferral / active EE | $1,040 | $4,912-78.8% | $4,411-76.4% | $6,688-84.5% |
| Admin fee / account holder | $33 | $10,250-99.7% | $8,285-99.6% | $13,397-99.8% |