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 5-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 | $773 | $127,264-99.4% | $109,895-99.3% | $167,490-99.5% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.2%-10.6pp | 82.1%-18.5pp |
| Annual return | 26.06% | 22.97%+3.1pp | 29.45%-3.4pp | 478.56%-452.5pp |
| Employer contribution / active EE | $390 | $3,322-88.2% | $2,842-86.3% | $4,837-91.9% |
| Participant deferral / active EE | $453 | $4,514-90.0% | $4,048-88.8% | $6,341-92.9% |
| Admin fee / account holder | $13 | $7,114-99.8% | $6,066-99.8% | $12,309-99.9% |