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 | $60,022-98.9% | $88,946-99.3% | $84,808-99.2% |
| Participation rate | 54.3% | 57.8%-3.6pp | 68.8%-14.6pp | 68.3%-14.0pp |
| Annual return | 13.95% | 22.43%-8.5pp | 57.82%-43.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $137 | $3,114-95.6% | $4,581-97.0% | $4,212-96.7% |
| Admin fee / account holder | $60 | $4,811-98.8% | $8,261-99.3% | $7,344-99.2% |