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 | $7,957 | $81,248-90.2% | $155,509-94.9% | $80,856-90.2% |
| Participation rate | 23.1% | 66.2%-43.2pp | 78.2%-55.1pp | 67.6%-44.6pp |
| Annual return | 17.30% | 33.31%-16.0pp | 64.67%-47.4pp | 35.59%-18.3pp |
| Employer contribution / active EE | $554 | $3,100-82.1% | $4,672-88.1% | $2,755-79.9% |
| Participant deferral / active EE | $752 | $3,452-78.2% | $5,626-86.6% | $4,296-82.5% |
| Admin fee / account holder | $194 | $7,997-97.6% | $15,912-98.8% | $6,918-97.2% |