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 7-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 | $661 | $54,705-98.8% | $71,209-99.1% | $84,808-99.2% |
| Participation rate | 69.0% | 64.1%+4.9pp | 73.8%-4.8pp | 68.3%+0.7pp |
| Annual return | 13.91% | 35.90%-22.0pp | 282.51%-268.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $374 | $3,030-87.7% | $4,175-91.0% | $4,212-91.1% |
| Admin fee / account holder | $188 | $4,863-96.1% | $5,349-96.5% | $7,344-97.4% |