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 3-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 | $13,050 | $106,749-87.8% | $145,433-91.0% | $82,448-84.2% |
| Participation rate | 57.1% | 75.6%-18.5pp | 82.1%-25.0pp | 68.1%-10.9pp |
| Annual return | 30.00% | 27.59%+2.4pp | 66.58%-36.6pp | 41.64%-11.6pp |
| Employer contribution / active EE | $1,068 | $3,444-69.0% | $4,554-76.6% | $2,551-58.1% |
| Participant deferral / active EE | $1,622 | $6,519-75.1% | $7,897-79.5% | $4,139-60.8% |
| Admin fee / account holder | $122 | $8,390-98.6% | $13,129-99.1% | $7,234-98.3% |