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 | $6,323 | $148,534-95.7% | $135,903-95.3% | $139,434-95.5% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 34.92% | 79.19%-44.3pp | 68.23%-33.3pp | 372.94%-338.0pp |
| Employer contribution / active EE | $1,108 | $5,243-78.9% | $4,856-77.2% | $4,751-76.7% |
| Participant deferral / active EE | $1,199 | $8,100-85.2% | $7,758-84.5% | $6,710-82.1% |
| Admin fee / account holder | $61 | $12,400-99.5% | $10,762-99.4% | $11,403-99.5% |