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 | $18,070 | $81,460-77.8% | $103,333-82.5% | $80,856-77.7% |
| Participation rate | 20.0% | 66.8%-46.8pp | 74.5%-54.5pp | 67.6%-47.6pp |
| Annual return | 23.98% | 25.55%-1.6pp | 24.88%-0.9pp | 35.59%-11.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,139 | $3,869-70.6% | $5,057-77.5% | $4,296-73.5% |
| Admin fee / account holder | $6 | $6,566-99.9% | $8,355-99.9% | $6,918-99.9% |