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 | $2,835 | $109,982-97.4% | $97,226-97.1% | $145,922-98.1% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.1pp |
| Annual return | 29.39% | 242.90%-213.5pp | 75.13%-45.7pp | 561.29%-531.9pp |
| Employer contribution / active EE | $634 | $3,084-79.4% | $2,729-76.8% | $4,660-86.4% |
| Participant deferral / active EE | $697 | $4,676-85.1% | $4,264-83.6% | $6,688-89.6% |
| Admin fee / account holder | $4 | $6,221-99.9% | $5,654-99.9% | $13,397-100.0% |