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 | $14,093 | $148,534-90.5% | $135,903-89.6% | $139,434-89.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 26.35% | 79.19%-52.8pp | 68.23%-41.9pp | 372.94%-346.6pp |
| Employer contribution / active EE | $1,590 | $5,243-69.7% | $4,856-67.3% | $4,751-66.5% |
| Participant deferral / active EE | $1,707 | $8,100-78.9% | $7,758-78.0% | $6,710-74.6% |
| Admin fee / account holder | $21 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |