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 | $16,585 | $61,605-73.1% | $112,229-85.2% | $75,163-77.9% |
| Participation rate | 23.5% | 61.7%-38.2pp | 72.4%-48.9pp | 67.2%-43.7pp |
| Annual return | 17.30% | 28.47%-11.2pp | 30.20%-12.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $585 | $2,015-71.0% | $3,430-82.9% | $2,670-78.1% |
| Participant deferral / active EE | $758 | $3,108-75.6% | $4,798-84.2% | $4,125-81.6% |
| Admin fee / account holder | $288 | $4,862-94.1% | $7,748-96.3% | $5,651-94.9% |