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 6-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 | $3,776 | $91,190-95.9% | $178,490-97.9% | $79,858-95.3% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 11.83% | 24.19%-12.4pp | 151.07%-139.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $482 | $3,256-85.2% | $5,011-90.4% | $2,471-80.5% |
| Participant deferral / active EE | $574 | $3,236-82.3% | $5,202-89.0% | $3,740-84.7% |
| Admin fee / account holder | $163 | $6,751-97.6% | $13,984-98.8% | $5,306-96.9% |