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 | $2,740 | $100,970-97.3% | $96,576-97.2% | $137,256-98.0% |
| Participation rate | 10.0% | 82.6%-72.6pp | 81.4%-71.4pp | 80.0%-70.0pp |
| Annual return | 25.30% | 38.16%-12.9pp | 38.47%-13.2pp | 220.34%-195.0pp |
| Employer contribution / active EE | $48 | $3,809-98.8% | $3,553-98.7% | $4,156-98.9% |
| Participant deferral / active EE | $48 | $8,286-99.4% | $7,956-99.4% | $6,407-99.3% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |