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 | $209,336-92.0% | $197,124-91.5% | $137,256-87.8% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 21.33% | 48.09%-26.8pp | 44.34%-23.0pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,404 | $6,591-78.7% | $6,227-77.5% | $4,156-66.2% |
| Participant deferral / active EE | $1,328 | $9,614-86.2% | $9,135-85.5% | $6,407-79.3% |
| Admin fee / account holder | $25 | $17,308-99.9% | $16,298-99.8% | $12,270-99.8% |