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 | $5,966 | $99,877-94.0% | $84,966-93.0% | $145,922-95.9% |
| Participation rate | 30.0% | 74.1%-44.1pp | 67.5%-37.5pp | 80.3%-50.3pp |
| Annual return | 15.61% | 83.76%-68.2pp | 66.38%-50.8pp | 561.29%-545.7pp |
| Employer contribution / active EE | $425 | $3,231-86.9% | $2,727-84.4% | $4,660-90.9% |
| Participant deferral / active EE | $425 | $5,291-92.0% | $4,519-90.6% | $6,688-93.6% |
| Admin fee / account holder | $123 | $7,248-98.3% | $6,149-98.0% | $13,397-99.1% |