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 | $9,505 | $53,053-82.1% | $126,539-92.5% | $74,304-87.2% |
| Participation rate | 47.1% | 48.0%-0.9pp | 69.8%-22.7pp | 60.3%-13.2pp |
| Annual return | 15.32% | 29.46%-14.1pp | 425.95%-410.6pp | 29.43%-14.1pp |
| Employer contribution / active EE | $303 | $1,168-74.0% | $3,674-91.7% | $2,241-86.5% |
| Participant deferral / active EE | $643 | $2,303-72.1% | $4,083-84.3% | $3,767-82.9% |
| Admin fee / account holder | $266 | $3,698-92.8% | $6,065-95.6% | $2,969-91.0% |