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 | $17,004 | $138,347-87.7% | $184,203-90.8% | $80,856-79.0% |
| Participation rate | 53.8% | 83.9%-30.0pp | 86.8%-33.0pp | 67.6%-13.8pp |
| Annual return | 15.35% | 20.02%-4.7pp | 28.81%-13.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,542 | $4,850-68.2% | $6,427-76.0% | $2,755-44.0% |
| Participant deferral / active EE | $2,545 | $7,071-64.0% | $9,131-72.1% | $4,296-40.7% |
| Admin fee / account holder | $20 | $10,483-99.8% | $13,901-99.9% | $6,918-99.7% |