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 | $11,939 | $86,929-86.3% | $102,423-88.3% | $80,856-85.2% |
| Participation rate | 50.8% | 72.4%-21.6pp | 76.5%-25.7pp | 67.6%-16.9pp |
| Annual return | 17.94% | 18.88%-0.9pp | 29.32%-11.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $992 | $2,369-58.2% | $3,023-67.2% | $2,755-64.0% |
| Participant deferral / active EE | $1,353 | $4,118-67.2% | $5,053-73.2% | $4,296-68.5% |
| Admin fee / account holder | $284 | $8,049-96.5% | $9,451-97.0% | $6,918-95.9% |