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 | $5,025 | $159,602-96.9% | $150,045-96.7% | $142,382-96.5% |
| Participation rate | 46.7% | 84.0%-37.3pp | 82.3%-35.7pp | 80.1%-33.5pp |
| Annual return | 87.33% | 70.24%+17.1pp | 62.55%+24.8pp | 217.08%-129.7pp |
| Employer contribution / active EE | $1,450 | $4,961-70.8% | $4,693-69.1% | $4,299-66.3% |
| Participant deferral / active EE | $1,883 | $8,310-77.3% | $7,997-76.5% | $6,507-71.1% |
| Admin fee / account holder | $116 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |