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 | $4,340 | $110,257-96.1% | $96,544-95.5% | $139,434-96.9% |
| Participation rate | 56.3% | 78.1%-21.8pp | 76.0%-19.7pp | 80.3%-24.1pp |
| Annual return | 0.00% | 26.32%-26.3pp | 25.84%-25.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,045 | $3,620-71.1% | $2,965-64.7% | $4,751-78.0% |
| Participant deferral / active EE | $1,292 | $5,548-76.7% | $4,851-73.4% | $6,710-80.7% |
| Admin fee / account holder | $101 | $11,591-99.1% | $8,252-98.8% | $11,403-99.1% |