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 | $7,650 | $238,490-96.8% | $180,183-95.8% | $142,382-94.6% |
| Participation rate | 60.0% | 82.3%-22.3pp | 77.4%-17.4pp | 80.1%-20.1pp |
| Annual return | 28.79% | 33.56%-4.8pp | 27.86%+0.9pp | 217.08%-188.3pp |
| Employer contribution / active EE | $2,065 | $6,143-66.4% | $5,039-59.0% | $4,299-52.0% |
| Participant deferral / active EE | $1,451 | $7,996-81.9% | $6,822-78.7% | $6,507-77.7% |
| Admin fee / account holder | $20 | $28,866-99.9% | $19,975-99.9% | $12,624-99.8% |