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 | $12,381 | $148,534-91.7% | $135,903-90.9% | $139,434-91.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 52.21% | 79.19%-27.0pp | 68.23%-16.0pp | 372.94%-320.7pp |
| Employer contribution / active EE | $1,207 | $5,243-77.0% | $4,856-75.2% | $4,751-74.6% |
| Participant deferral / active EE | $1,508 | $8,100-81.4% | $7,758-80.6% | $6,710-77.5% |
| Admin fee / account holder | $13 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |