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 | $7,717 | $183,519-95.8% | $155,509-95.0% | $145,922-94.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 17.22% | 61.17%-43.9pp | 64.67%-47.4pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,139 | $5,313-78.6% | $4,672-75.6% | $4,660-75.6% |
| Participant deferral / active EE | $1,415 | $6,462-78.1% | $5,626-74.8% | $6,688-78.8% |
| Admin fee / account holder | $15 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |