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 | $1,907 | $177,572-98.9% | $154,803-98.8% | $142,382-98.7% |
| Participation rate | 21.7% | 82.1%-60.3pp | 78.1%-56.3pp | 80.1%-58.4pp |
| Annual return | 16.52% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $355 | $6,272-94.3% | $5,540-93.6% | $6,507-94.5% |
| Admin fee / account holder | $65 | $16,786-99.6% | $14,329-99.5% | $12,624-99.5% |