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 | $17,415 | $72,177-75.9% | $115,037-84.9% | $59,632-70.8% |
| Participation rate | 6.5% | 72.6%-66.1pp | 81.4%-74.9pp | 68.7%-62.2pp |
| Annual return | -0.29% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $557 | $4,783-88.3% | $6,026-90.8% | $3,192-82.5% |
| Admin fee / account holder | $79 | $4,927-98.4% | $8,175-99.0% | $4,297-98.2% |