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 | $24,256 | $210,408-88.5% | $153,485-84.2% | $145,922-83.4% |
| Participation rate | 66.7% | 82.1%-15.5pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 10.56% | 13.37%-2.8pp | 15.65%-5.1pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,597 | $6,048-73.6% | $5,039-68.3% | $4,660-65.7% |
| Participant deferral / active EE | $1,941 | $7,975-75.7% | $6,757-71.3% | $6,688-71.0% |
| Admin fee / account holder | $69 | $19,419-99.6% | $12,724-99.5% | $13,397-99.5% |