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 | $5,664 | $71,050-92.0% | $93,606-93.9% | $80,856-93.0% |
| Participation rate | 49.1% | 60.4%-11.3pp | 68.7%-19.6pp | 67.6%-18.5pp |
| Annual return | 13.19% | 11.26%+1.9pp | 133.20%-120.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $444 | $1,564-71.6% | $2,420-81.7% | $2,755-83.9% |
| Participant deferral / active EE | $799 | $4,034-80.2% | $4,411-81.9% | $4,296-81.4% |
| Admin fee / account holder | $27 | $6,945-99.6% | $8,285-99.7% | $6,918-99.6% |