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 | $1,128 | $117,983-99.0% | $101,794-98.9% | $142,382-99.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 40.79% | 36.92%+3.9pp | 30.53%+10.3pp | 217.08%-176.3pp |
| Employer contribution / active EE | $508 | $2,773-81.7% | $2,289-77.8% | $4,299-88.2% |
| Participant deferral / active EE | $640 | $4,714-86.4% | $4,084-84.3% | $6,507-90.2% |
| Admin fee / account holder | $232 | $10,433-97.8% | $8,777-97.4% | $12,624-98.2% |