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 | $8,587 | $59,101-85.5% | $77,163-88.9% | $75,163-88.6% |
| Participation rate | 20.0% | 63.9%-43.9pp | 69.6%-49.6pp | 67.2%-47.2pp |
| Annual return | 36.44% | 26.71%+9.7pp | 37.87%-1.4pp | 160.62%-124.2pp |
| Employer contribution / active EE | $513 | $1,995-74.3% | $2,535-79.8% | $2,670-80.8% |
| Participant deferral / active EE | $602 | $2,999-79.9% | $3,833-84.3% | $4,125-85.4% |
| Admin fee / account holder | $19 | $4,774-99.6% | $5,472-99.6% | $5,651-99.7% |