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 | $2,536 | $110,261-97.7% | $95,745-97.4% | $139,434-98.2% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 25.10% | 27.11%-2.0pp | 28.35%-3.3pp | 372.94%-347.8pp |
| Employer contribution / active EE | $333 | $3,257-89.8% | $2,835-88.3% | $4,751-93.0% |
| Participant deferral / active EE | $630 | $4,676-86.5% | $4,245-85.2% | $6,710-90.6% |
| Admin fee / account holder | $46 | $6,613-99.3% | $5,678-99.2% | $11,403-99.6% |