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 | $17,112 | $201,272-91.5% | $184,203-90.7% | $145,922-88.3% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 11.22% | 29.00%-17.8pp | 28.81%-17.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,919 | $7,022-72.7% | $6,427-70.1% | $4,660-58.8% |
| Participant deferral / active EE | $2,247 | $9,806-77.1% | $9,131-75.4% | $6,688-66.4% |
| Admin fee / account holder | $58 | $16,364-99.6% | $13,901-99.6% | $13,397-99.6% |