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 | $1,619 | $100,970-98.4% | $96,576-98.3% | $137,256-98.8% |
| Participation rate | 36.4% | 82.6%-46.2pp | 81.4%-45.1pp | 80.0%-43.6pp |
| Annual return | 22.71% | 38.16%-15.4pp | 38.47%-15.8pp | 220.34%-197.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $275 | $8,286-96.7% | $7,956-96.5% | $6,407-95.7% |
| Admin fee / account holder | $109 | $11,312-99.0% | $11,381-99.0% | $12,270-99.1% |