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 | $3,285 | $99,877-96.7% | $84,966-96.1% | $145,922-97.7% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 27.45% | 83.76%-56.3pp | 66.38%-38.9pp | 561.29%-533.8pp |
| Employer contribution / active EE | $617 | $3,231-80.9% | $2,727-77.4% | $4,660-86.8% |
| Participant deferral / active EE | $240 | $5,291-95.5% | $4,519-94.7% | $6,688-96.4% |
| Admin fee / account holder | $246 | $7,248-96.6% | $6,149-96.0% | $13,397-98.2% |