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 | $7,100 | $80,968-91.2% | $96,544-92.6% | $75,163-90.6% |
| Participation rate | 54.7% | 71.8%-17.1pp | 76.0%-21.3pp | 67.2%-12.5pp |
| Annual return | 19.45% | 27.06%-7.6pp | 25.84%-6.4pp | 160.62%-141.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,080 | $3,928-72.5% | $4,851-77.7% | $4,125-73.8% |
| Admin fee / account holder | $111 | $6,724-98.3% | $8,252-98.6% | $5,651-98.0% |