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 | $1,839 | $59,101-96.9% | $77,163-97.6% | $75,163-97.6% |
| Participation rate | 54.5% | 63.9%-9.3pp | 69.6%-15.0pp | 67.2%-12.6pp |
| Annual return | 32.73% | 26.71%+6.0pp | 37.87%-5.1pp | 160.62%-127.9pp |
| Employer contribution / active EE | $700 | $1,995-64.9% | $2,535-72.4% | $2,670-73.8% |
| Participant deferral / active EE | $820 | $2,999-72.7% | $3,833-78.6% | $4,125-80.1% |
| Admin fee / account holder | $85 | $4,774-98.2% | $5,472-98.4% | $5,651-98.5% |