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 3-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 | $4,053 | $57,016-92.9% | $84,966-95.2% | $80,856-95.0% |
| Participation rate | 5.1% | 56.3%-51.2pp | 67.5%-62.4pp | 67.6%-62.5pp |
| Annual return | 24.02% | 21.66%+2.4pp | 66.38%-42.4pp | 35.59%-11.6pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $143 | $3,110-95.4% | $4,519-96.8% | $4,296-96.7% |
| Admin fee / account holder | $11 | $4,980-99.8% | $6,149-99.8% | $6,918-99.8% |