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 5-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 | $5,375 | $60,022-91.0% | $88,946-94.0% | $84,808-93.7% |
| Participation rate | 42.5% | 57.8%-15.3pp | 68.8%-26.3pp | 68.3%-25.8pp |
| Annual return | 18.30% | 22.43%-4.1pp | 57.82%-39.5pp | 40.90%-22.6pp |
| Employer contribution / active EE | $301 | $1,703-82.3% | $2,555-88.2% | $2,631-88.6% |
| Participant deferral / active EE | $486 | $3,114-84.4% | $4,581-89.4% | $4,212-88.5% |
| Admin fee / account holder | $64 | $4,811-98.7% | $8,261-99.2% | $7,344-99.1% |