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 | $498 | $48,795-99.0% | $65,493-99.2% | $84,808-99.4% |
| Participation rate | 68.4% | 67.0%+1.4pp | 73.1%-4.7pp | 68.3%+0.1pp |
| Annual return | 16.22% | 20.20%-4.0pp | 982.45%-966.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $61 | $2,928-97.9% | $3,961-98.4% | $4,212-98.5% |
| Admin fee / account holder | $245 | $3,877-93.7% | $5,028-95.1% | $7,344-96.7% |