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 | $8,562 | $106,515-92.0% | $96,683-91.1% | $139,434-93.9% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.3%-36.8pp | 80.3%-42.8pp |
| Annual return | 42.67% | 38.43%+4.2pp | 35.69%+7.0pp | 372.94%-330.3pp |
| Employer contribution / active EE | $1,058 | $4,103-74.2% | $3,737-71.7% | $4,751-77.7% |
| Participant deferral / active EE | $1,053 | $5,454-80.7% | $4,878-78.4% | $6,710-84.3% |
| Admin fee / account holder | $60 | $7,877-99.2% | $6,730-99.1% | $11,403-99.5% |