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 7-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 | $1,803 | $64,307-97.2% | $57,343-96.9% | $125,391-98.6% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 83.2%-23.2pp |
| Annual return | 0.55% | 25.12%-24.6pp | 24.39%-23.8pp | 282.22%-281.7pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $252 | $3,848-93.4% | $3,162-92.0% | $5,352-95.3% |
| Admin fee / account holder | $153 | $5,242-97.1% | $3,356-95.4% | $9,540-98.4% |