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 | $8,851 | $77,730-88.6% | $70,164-87.4% | $139,434-93.7% |
| Participation rate | 66.7% | 83.2%-16.5pp | 78.8%-12.2pp | 80.3%-13.7pp |
| Annual return | 31.77% | 18.98%+12.8pp | 18.87%+12.9pp | 372.94%-341.2pp |
| Employer contribution / active EE | $2,172 | $4,990-56.5% | $4,287-49.3% | $4,751-54.3% |
| Participant deferral / active EE | $1,140 | $6,448-82.3% | $5,395-78.9% | $6,710-83.0% |
| Admin fee / account holder | $10 | $5,368-99.8% | $4,561-99.8% | $11,403-99.9% |