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 | $5,581 | $172,111-96.8% | $150,298-96.3% | $137,256-95.9% |
| Participation rate | 65.0% | 81.7%-16.7pp | 77.8%-12.8pp | 80.0%-15.0pp |
| Annual return | 26.38% | 69.37%-43.0pp | 62.79%-36.4pp | 220.34%-194.0pp |
| Employer contribution / active EE | $897 | $4,636-80.6% | $4,154-78.4% | $4,156-78.4% |
| Participant deferral / active EE | $1,341 | $6,166-78.2% | $5,453-75.4% | $6,407-79.1% |
| Admin fee / account holder | $107 | $16,471-99.4% | $14,116-99.2% | $12,270-99.1% |