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 | $57,590-90.7% | $86,233-93.8% | $82,448-93.5% |
| Participation rate | 42.5% | 57.9%-15.4pp | 69.0%-26.5pp | 68.1%-25.6pp |
| Annual return | 18.30% | 22.41%-4.1pp | 61.39%-43.1pp | 41.64%-23.3pp |
| Employer contribution / active EE | $301 | $1,655-81.8% | $2,504-88.0% | $2,551-88.2% |
| Participant deferral / active EE | $486 | $3,080-84.2% | $4,559-89.3% | $4,139-88.3% |
| Admin fee / account holder | $64 | $4,730-98.6% | $8,342-99.2% | $7,234-99.1% |