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 | $7,126 | $81,248-91.2% | $155,509-95.4% | $80,856-91.2% |
| Participation rate | 31.0% | 66.2%-35.2pp | 78.2%-47.2pp | 67.6%-36.6pp |
| Annual return | 14.76% | 33.31%-18.6pp | 64.67%-49.9pp | 35.59%-20.8pp |
| Employer contribution / active EE | $417 | $3,100-86.5% | $4,672-91.1% | $2,755-84.9% |
| Participant deferral / active EE | $739 | $3,452-78.6% | $5,626-86.9% | $4,296-82.8% |
| Admin fee / account holder | $131 | $7,997-98.4% | $15,912-99.2% | $6,918-98.1% |