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 | $667 | $57,590-98.8% | $86,233-99.2% | $82,448-99.2% |
| Participation rate | 54.3% | 57.9%-3.6pp | 69.0%-14.7pp | 68.1%-13.8pp |
| Annual return | 13.95% | 22.41%-8.5pp | 61.39%-47.4pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $137 | $3,080-95.5% | $4,559-97.0% | $4,139-96.7% |
| Admin fee / account holder | $60 | $4,730-98.7% | $8,342-99.3% | $7,234-99.2% |