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 6-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 | $10,345 | $93,571-88.9% | $135,903-92.4% | $75,163-86.2% |
| Participation rate | 42.6% | 75.2%-32.6pp | 81.9%-39.3pp | 67.2%-24.6pp |
| Annual return | 21.10% | 30.90%-9.8pp | 68.23%-47.1pp | 160.62%-139.5pp |
| Employer contribution / active EE | $834 | $3,537-76.4% | $4,856-82.8% | $2,670-68.8% |
| Participant deferral / active EE | $1,177 | $6,404-81.6% | $7,758-84.8% | $4,125-71.5% |
| Admin fee / account holder | $173 | $6,975-97.5% | $10,762-98.4% | $5,651-96.9% |