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 | $6,540 | $175,202-96.3% | $149,673-95.6% | $139,434-95.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 35.04% | 166.71%-131.7pp | 134.42%-99.4pp | 372.94%-337.9pp |
| Employer contribution / active EE | $1,203 | $5,474-78.0% | $4,818-75.0% | $4,751-74.7% |
| Participant deferral / active EE | $1,649 | $6,519-74.7% | $5,680-71.0% | $6,710-75.4% |
| Admin fee / account holder | $84 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |