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 | $2,081 | $97,125-97.9% | $86,233-97.6% | $137,256-98.5% |
| Participation rate | 43.5% | 74.2%-30.7pp | 69.0%-25.5pp | 80.0%-36.5pp |
| Annual return | 27.45% | 74.19%-46.7pp | 61.39%-33.9pp | 220.34%-192.9pp |
| Employer contribution / active EE | $436 | $2,841-84.6% | $2,504-82.6% | $4,156-89.5% |
| Participant deferral / active EE | $656 | $5,180-87.3% | $4,559-85.6% | $6,407-89.8% |
| Admin fee / account holder | $261 | $9,725-97.3% | $8,342-96.9% | $12,270-97.9% |