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 | $14,091 | $81,446-82.7% | $103,374-86.4% | $80,874-82.6% |
| Participation rate | 4.8% | 66.9%-62.0pp | 74.5%-69.7pp | 67.6%-62.8pp |
| Annual return | 15.03% | 25.57%-10.5pp | 24.89%-9.9pp | 35.62%-20.6pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $411 | $3,870-89.4% | $5,058-91.9% | $4,297-90.4% |
| Admin fee / account holder | $217 | $6,715-96.8% | $8,394-97.4% | $6,935-96.9% |