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 | $12,843 | $159,602-92.0% | $150,045-91.4% | $142,382-91.0% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.3%-42.3pp | 80.1%-40.1pp |
| Annual return | 30.46% | 70.24%-39.8pp | 62.55%-32.1pp | 217.08%-186.6pp |
| Employer contribution / active EE | $1,362 | $4,961-72.5% | $4,693-71.0% | $4,299-68.3% |
| Participant deferral / active EE | $805 | $8,310-90.3% | $7,997-89.9% | $6,507-87.6% |
| Admin fee / account holder | $75 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |