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 | $7,263 | $159,602-95.4% | $150,045-95.2% | $142,382-94.9% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.3%-19.8pp | 80.1%-17.6pp |
| Annual return | 22.01% | 70.24%-48.2pp | 62.55%-40.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $915 | $4,961-81.6% | $4,693-80.5% | $4,299-78.7% |
| Participant deferral / active EE | $1,034 | $8,310-87.6% | $7,997-87.1% | $6,507-84.1% |
| Admin fee / account holder | $255 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |