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 | $536 | $51,638-99.0% | $68,368-99.2% | $82,448-99.4% |
| Participation rate | 38.1% | 63.6%-25.5pp | 73.8%-35.7pp | 68.1%-30.0pp |
| Annual return | 20.71% | 37.53%-16.8pp | 292.57%-271.9pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $48 | $2,914-98.4% | $4,123-98.8% | $4,139-98.8% |
| Admin fee / account holder | $24 | $4,643-99.5% | $5,150-99.5% | $7,234-99.7% |