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 | $6,659 | $71,192-90.6% | $117,854-94.3% | $62,292-89.3% |
| Participation rate | 54.0% | 74.2%-20.2pp | 79.7%-25.7pp | 69.5%-15.5pp |
| Annual return | 13.71% | 18.66%-4.9pp | 335.08%-321.4pp | 28.90%-15.2pp |
| Employer contribution / active EE | $651 | $1,934-66.3% | $3,786-82.8% | $2,042-68.1% |
| Participant deferral / active EE | $1,076 | $3,189-66.2% | $4,482-76.0% | $3,169-66.0% |
| Admin fee / account holder | $79 | $587-86.5% | $8,020-99.0% | $479-83.5% |