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 | $7,452 | $81,248-90.8% | $155,509-95.2% | $80,856-90.8% |
| Participation rate | 4.7% | 66.2%-61.5pp | 78.2%-73.5pp | 67.6%-63.0pp |
| Annual return | 18.54% | 33.31%-14.8pp | 64.67%-46.1pp | 35.59%-17.1pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $126 | $3,452-96.3% | $5,626-97.8% | $4,296-97.1% |
| Admin fee / account holder | $117 | $7,997-98.5% | $15,912-99.3% | $6,918-98.3% |