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 | $14,345 | $81,460-82.4% | $103,333-86.1% | $80,856-82.3% |
| Participation rate | 40.7% | 66.8%-26.1pp | 74.5%-33.8pp | 67.6%-26.9pp |
| Annual return | 18.97% | 25.55%-6.6pp | 24.88%-5.9pp | 35.59%-16.6pp |
| Employer contribution / active EE | $923 | $3,105-70.3% | $3,868-76.1% | $2,755-66.5% |
| Participant deferral / active EE | $1,110 | $3,869-71.3% | $5,057-78.1% | $4,296-74.2% |
| Admin fee / account holder | $94 | $6,566-98.6% | $8,355-98.9% | $6,918-98.6% |