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 | $6,125 | $79,171-92.3% | $102,423-94.0% | $74,495-91.8% |
| Participation rate | 26.7% | 74.8%-48.1pp | 76.5%-49.8pp | 67.2%-40.5pp |
| Annual return | 14.45% | 54.93%-40.5pp | 29.32%-14.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $916 | $4,415-79.3% | $5,053-81.9% | $4,346-78.9% |
| Admin fee / account holder | $290 | $2,001-85.5% | $9,451-96.9% | $1,942-85.1% |