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 5-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 | $976 | $62,573-98.4% | $85,682-98.9% | $85,850-98.9% |
| Participation rate | 15.4% | 61.1%-45.8pp | 69.9%-54.5pp | 69.3%-53.9pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $188 | $2,802-93.3% | $3,923-95.2% | $3,952-95.2% |
| Admin fee / account holder | $26 | $4,640-99.4% | $6,873-99.6% | $6,260-99.6% |