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 5-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 | $2,768 | $69,207-96.0% | $64,056-95.7% | $139,434-98.0% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 25.39% | 45.88%-20.5pp | 33.69%-8.3pp | 372.94%-347.5pp |
| Employer contribution / active EE | $480 | $3,182-84.9% | $2,747-82.5% | $4,751-89.9% |
| Participant deferral / active EE | $532 | $4,682-88.6% | $3,880-86.3% | $6,710-92.1% |
| Admin fee / account holder | $282 | $4,244-93.4% | $3,068-90.8% | $11,403-97.5% |