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 | $7,378 | $48,795-84.9% | $65,493-88.7% | $84,808-91.3% |
| Participation rate | 20.5% | 67.0%-46.5pp | 73.1%-52.6pp | 68.3%-47.9pp |
| Annual return | 13.74% | 20.20%-6.5pp | 982.45%-968.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $594 | $2,928-79.7% | $3,961-85.0% | $4,212-85.9% |
| Admin fee / account holder | $65 | $3,877-98.3% | $5,028-98.7% | $7,344-99.1% |