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 | $1,051 | $86,929-98.8% | $102,423-99.0% | $80,856-98.7% |
| Participation rate | 65.6% | 72.4%-6.8pp | 76.5%-10.9pp | 67.6%-2.0pp |
| Annual return | 12.20% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $111 | $4,118-97.3% | $5,053-97.8% | $4,296-97.4% |
| Admin fee / account holder | $158 | $8,049-98.0% | $9,451-98.3% | $6,918-97.7% |