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 | $998 | $48,277-97.9% | $67,511-98.5% | $80,874-98.8% |
| Participation rate | 47.7% | 66.4%-18.7pp | 72.9%-25.2pp | 67.6%-19.9pp |
| Annual return | 13.88% | 18.27%-4.4pp | 3517.41%-3503.5pp | 35.62%-21.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $208 | $2,926-92.9% | $4,000-94.8% | $4,297-95.2% |
| Admin fee / account holder | $20 | $3,687-99.5% | $3,999-99.5% | $6,935-99.7% |