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 | $615 | $57,016-98.9% | $84,966-99.3% | $80,856-99.2% |
| Participation rate | 17.1% | 56.3%-39.2pp | 67.5%-50.4pp | 67.6%-50.5pp |
| Annual return | 21.48% | 21.66%-0.2pp | 66.38%-44.9pp | 35.59%-14.1pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $65 | $3,110-97.9% | $4,519-98.6% | $4,296-98.5% |
| Admin fee / account holder | $4 | $4,980-99.9% | $6,149-99.9% | $6,918-99.9% |