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 | $2,418 | $58,208-95.8% | $81,812-97.0% | $80,856-97.0% |
| Participation rate | 7.4% | 63.4%-56.0pp | 72.3%-64.9pp | 67.6%-60.2pp |
| Annual return | 12.40% | 41.66%-29.3pp | 773.79%-761.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $167 | $3,281-94.9% | $4,319-96.1% | $4,296-96.1% |
| Admin fee / account holder | $47 | $4,981-99.1% | $7,386-99.4% | $6,918-99.3% |