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 | $2,969 | $59,101-95.0% | $77,163-96.2% | $75,163-96.0% |
| Participation rate | 9.7% | 63.9%-54.2pp | 69.6%-59.9pp | 67.2%-57.5pp |
| Annual return | 24.13% | 26.71%-2.6pp | 37.87%-13.7pp | 160.62%-136.5pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $226 | $2,999-92.5% | $3,833-94.1% | $4,125-94.5% |
| Admin fee / account holder | $69 | $4,774-98.6% | $5,472-98.7% | $5,651-98.8% |