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 | $1,366 | $73,787-98.1% | $98,716-98.6% | $82,448-98.3% |
| Participation rate | 2.2% | 61.4%-59.2pp | 69.3%-67.0pp | 68.1%-65.8pp |
| Annual return | 29.18% | 18.57%+10.6pp | 31.81%-2.6pp | 41.64%-12.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14 | $3,081-99.5% | $4,048-99.7% | $4,139-99.7% |
| Admin fee / account holder | $4 | $6,500-99.9% | $8,703-100.0% | $7,234-99.9% |