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 | $77,896-99.3% | $134,172-99.6% | $82,448-99.4% |
| Participation rate | 31.0% | 62.8%-31.8pp | 72.5%-41.4pp | 68.1%-37.0pp |
| Annual return | 13.80% | 18.21%-4.4pp | 25.30%-11.5pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $21 | $3,162-99.3% | $4,690-99.6% | $4,139-99.5% |
| Admin fee / account holder | $49 | $6,336-99.2% | $12,016-99.6% | $7,234-99.3% |