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 | $2,884 | $80,717-96.4% | $154,803-98.1% | $84,808-96.6% |
| Participation rate | 44.0% | 66.8%-22.8pp | 78.1%-34.1pp | 68.3%-24.3pp |
| Annual return | 34.82% | 37.96%-3.1pp | 58.88%-24.1pp | 40.90%-6.1pp |
| Employer contribution / active EE | $597 | $2,761-78.4% | $4,305-86.1% | $2,631-77.3% |
| Participant deferral / active EE | $836 | $3,303-74.7% | $5,540-84.9% | $4,212-80.1% |
| Admin fee / account holder | $12 | $6,746-99.8% | $14,329-99.9% | $7,344-99.8% |