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 4-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 | $9,883 | $111,814-91.2% | $93,654-89.4% | $145,959-93.2% |
| Participation rate | 46.2% | 74.2%-28.1pp | 68.7%-22.6pp | 80.3%-34.1pp |
| Annual return | 10.32% | 203.30%-193.0pp | 133.34%-123.0pp | 561.95%-551.6pp |
| Employer contribution / active EE | $764 | $3,092-75.3% | $2,421-68.4% | $4,661-83.6% |
| Participant deferral / active EE | $1,075 | $4,914-78.1% | $4,413-75.6% | $6,689-83.9% |
| Admin fee / account holder | $63 | $10,246-99.4% | $8,282-99.2% | $13,398-99.5% |