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 | $60,022-98.8% | $88,946-99.2% | $84,808-99.1% |
| Participation rate | 56.3% | 57.8%-1.6pp | 68.8%-12.6pp | 68.3%-12.1pp |
| Annual return | 16.05% | 22.43%-6.4pp | 57.82%-41.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $47 | $3,114-98.5% | $4,581-99.0% | $4,212-98.9% |
| Admin fee / account holder | $127 | $4,811-97.4% | $8,261-98.5% | $7,344-98.3% |