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 | $16,783 | $214,378-92.2% | $200,582-91.6% | $142,382-88.2% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 21.33% | 46.41%-25.1pp | 42.33%-21.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,404 | $6,841-79.5% | $6,419-78.1% | $4,299-67.4% |
| Participant deferral / active EE | $1,328 | $9,865-86.5% | $9,331-85.8% | $6,507-79.6% |
| Admin fee / account holder | $25 | $17,692-99.9% | $16,305-99.8% | $12,624-99.8% |