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 | $5,222 | $110,257-95.3% | $96,544-94.6% | $139,434-96.3% |
| Participation rate | 39.1% | 78.1%-39.0pp | 76.0%-36.8pp | 80.3%-41.2pp |
| Annual return | 39.27% | 26.32%+13.0pp | 25.84%+13.4pp | 372.94%-333.7pp |
| Employer contribution / active EE | $815 | $3,620-77.5% | $2,965-72.5% | $4,751-82.8% |
| Participant deferral / active EE | $833 | $5,548-85.0% | $4,851-82.8% | $6,710-87.6% |
| Admin fee / account holder | $18 | $11,591-99.8% | $8,252-99.8% | $11,403-99.8% |