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 | $10,958 | $71,050-84.6% | $93,606-88.3% | $80,856-86.4% |
| Participation rate | 17.6% | 60.4%-42.8pp | 68.7%-51.1pp | 67.6%-50.0pp |
| Annual return | 13.24% | 11.26%+2.0pp | 133.20%-120.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $371 | $1,564-76.2% | $2,420-84.6% | $2,755-86.5% |
| Participant deferral / active EE | $833 | $4,034-79.3% | $4,411-81.1% | $4,296-80.6% |
| Admin fee / account holder | $49 | $6,945-99.3% | $8,285-99.4% | $6,918-99.3% |