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 | $4,366 | $107,452-95.9% | $91,541-95.2% | $142,382-96.9% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.8%-9.8pp | 80.1%-20.1pp |
| Annual return | 19.11% | 22.06%-2.9pp | 20.50%-1.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $342 | $2,994-88.6% | $2,505-86.3% | $4,299-92.0% |
| Participant deferral / active EE | $798 | $4,754-83.2% | $4,008-80.1% | $6,507-87.7% |
| Admin fee / account holder | $6 | $8,834-99.9% | $6,956-99.9% | $12,624-100.0% |