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 | $1,159 | $53,516-97.8% | $126,539-99.1% | $84,808-98.6% |
| Participation rate | 44.8% | 58.2%-13.4pp | 69.8%-25.0pp | 68.3%-23.5pp |
| Annual return | 21.07% | 58.34%-37.3pp | 425.95%-404.9pp | 40.90%-19.8pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9 | $2,671-99.7% | $4,083-99.8% | $4,212-99.8% |
| Admin fee / account holder | $43 | $4,497-99.0% | $6,065-99.3% | $7,344-99.4% |