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 | $112,729-99.0% | $98,716-98.9% | $137,256-99.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 40.79% | 38.48%+2.3pp | 31.81%+9.0pp | 220.34%-179.5pp |
| Employer contribution / active EE | $508 | $2,725-81.3% | $2,279-77.7% | $4,156-87.8% |
| Participant deferral / active EE | $640 | $4,640-86.2% | $4,048-84.2% | $6,407-90.0% |
| Admin fee / account holder | $232 | $10,129-97.7% | $8,703-97.3% | $12,270-98.1% |