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 7-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 | $14,748 | $127,386-88.4% | $115,037-87.2% | $125,391-88.2% |
| Participation rate | 18.2% | 84.2%-66.0pp | 81.4%-63.2pp | 83.2%-65.0pp |
| Annual return | 0.44% | 31.28%-30.8pp | 26.14%-25.7pp | 282.22%-281.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $580 | $6,423-91.0% | $6,026-90.4% | $5,352-89.2% |
| Admin fee / account holder | $77 | $9,516-99.2% | $8,175-99.1% | $9,540-99.2% |