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 | $534 | $78,926-99.3% | $136,749-99.6% | $84,808-99.4% |
| Participation rate | 31.0% | 62.2%-31.1pp | 72.1%-41.1pp | 68.3%-37.3pp |
| Annual return | 13.80% | 18.17%-4.4pp | 24.33%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $21 | $3,168-99.3% | $4,692-99.6% | $4,212-99.5% |
| Admin fee / account holder | $49 | $6,369-99.2% | $11,386-99.6% | $7,344-99.3% |