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 | $723 | $57,590-98.7% | $86,233-99.2% | $82,448-99.1% |
| Participation rate | 56.3% | 57.9%-1.6pp | 69.0%-12.8pp | 68.1%-11.8pp |
| Annual return | 16.05% | 22.41%-6.4pp | 61.39%-45.3pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $47 | $3,080-98.5% | $4,559-99.0% | $4,139-98.9% |
| Admin fee / account holder | $127 | $4,730-97.3% | $8,342-98.5% | $7,234-98.2% |