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 | $168 | $76,407-99.8% | $150,298-99.9% | $82,448-99.8% |
| Participation rate | 59.3% | 66.4%-7.1pp | 77.8%-18.5pp | 68.1%-8.8pp |
| Annual return | 37.01% | 39.99%-3.0pp | 62.79%-25.8pp | 41.64%-4.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $90 | $3,214-97.2% | $5,453-98.4% | $4,139-97.8% |
| Admin fee / account holder | $25 | $6,352-99.6% | $14,116-99.8% | $7,234-99.6% |