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 3-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 | $15,743 | $133,922-88.2% | $116,228-86.5% | $142,382-88.9% |
| Participation rate | 44.4% | 77.9%-33.4pp | 74.6%-30.1pp | 80.1%-35.7pp |
| Annual return | 22.82% | 147.76%-124.9pp | 90.06%-67.2pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,255 | $3,446-63.6% | $2,994-58.1% | $4,299-70.8% |
| Participant deferral / active EE | $1,186 | $5,672-79.1% | $4,953-76.1% | $6,507-81.8% |
| Admin fee / account holder | $14 | $14,945-99.9% | $11,989-99.9% | $12,624-99.9% |