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 | $392 | $51,175-99.2% | $70,515-99.4% | $75,163-99.5% |
| Participation rate | 51.2% | 60.9%-9.8pp | 68.3%-17.2pp | 67.2%-16.0pp |
| Annual return | 29.81% | 30.02%-0.2pp | 32.77%-3.0pp | 160.62%-130.8pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $124 | $2,849-95.6% | $4,567-97.3% | $4,125-97.0% |
| Admin fee / account holder | $18 | $4,091-99.6% | $6,412-99.7% | $5,651-99.7% |