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 | $11,575 | $93,571-87.6% | $135,903-91.5% | $75,163-84.6% |
| Participation rate | 34.5% | 75.2%-40.7pp | 81.9%-47.4pp | 67.2%-32.7pp |
| Annual return | 32.27% | 30.90%+1.4pp | 68.23%-36.0pp | 160.62%-128.3pp |
| Employer contribution / active EE | $887 | $3,537-74.9% | $4,856-81.7% | $2,670-66.8% |
| Participant deferral / active EE | $2,030 | $6,404-68.3% | $7,758-73.8% | $4,125-50.8% |
| Admin fee / account holder | $117 | $6,975-98.3% | $10,762-98.9% | $5,651-97.9% |