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 | $4,210 | $69,207-93.9% | $64,056-93.4% | $139,434-97.0% |
| Participation rate | 25.0% | 75.6%-50.6pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 15.94% | 45.88%-29.9pp | 33.69%-17.7pp | 372.94%-357.0pp |
| Employer contribution / active EE | $477 | $3,182-85.0% | $2,747-82.6% | $4,751-90.0% |
| Participant deferral / active EE | $624 | $4,682-86.7% | $3,880-83.9% | $6,710-90.7% |
| Admin fee / account holder | $253 | $4,244-94.1% | $3,068-91.8% | $11,403-97.8% |