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 | $1,842 | $68,547-97.3% | $120,354-98.5% | $80,856-97.7% |
| Participation rate | 13.8% | 61.6%-47.8pp | 71.9%-58.1pp | 67.6%-53.8pp |
| Annual return | 11.84% | 23.60%-11.8pp | 107.15%-95.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $124 | $3,173-96.1% | $4,991-97.5% | $4,296-97.1% |
| Admin fee / account holder | $14 | $5,732-99.8% | $9,423-99.9% | $6,918-99.8% |