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 | $982 | $133,922-99.3% | $116,228-99.2% | $142,382-99.3% |
| Participation rate | 30.4% | 77.9%-47.4pp | 74.6%-44.1pp | 80.1%-49.7pp |
| Annual return | 19.52% | 147.76%-128.2pp | 90.06%-70.5pp | 217.08%-197.6pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $91 | $5,672-98.4% | $4,953-98.2% | $6,507-98.6% |
| Admin fee / account holder | $30 | $14,945-99.8% | $11,989-99.7% | $12,624-99.8% |