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 5-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 | $1,786 | $65,561-97.3% | $91,541-98.0% | $74,304-97.6% |
| Participation rate | 2.9% | 56.6%-53.7pp | 69.8%-66.9pp | 60.3%-57.5pp |
| Annual return | 15.16% | 17.68%-2.5pp | 20.50%-5.3pp | 29.43%-14.3pp |
| Employer contribution / active EE | $0 | $1,717-100.0% | $2,505-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $18 | $2,918-99.4% | $4,008-99.5% | $3,767-99.5% |
| Admin fee / account holder | $69 | $3,333-97.9% | $6,956-99.0% | $2,969-97.7% |