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 3-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 | $8,136 | $159,901-94.9% | $146,958-94.5% | $145,922-94.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 20.77% | 98.13%-77.4pp | 418.34%-397.6pp | 561.29%-540.5pp |
| Employer contribution / active EE | $1,575 | $5,286-70.2% | $4,933-68.1% | $4,660-66.2% |
| Participant deferral / active EE | $1,575 | $8,428-81.3% | $8,070-80.5% | $6,688-76.4% |
| Admin fee / account holder | $18 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |