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 7-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 | $3,518 | $107,452-96.7% | $91,541-96.2% | $142,382-97.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 21.31% | 22.06%-0.7pp | 20.50%+0.8pp | 217.08%-195.8pp |
| Employer contribution / active EE | $704 | $2,994-76.5% | $2,505-71.9% | $4,299-83.6% |
| Participant deferral / active EE | $706 | $4,754-85.2% | $4,008-82.4% | $6,507-89.2% |
| Admin fee / account holder | $34 | $8,834-99.6% | $6,956-99.5% | $12,624-99.7% |