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 | $106,584-98.5% | $101,326-98.4% | $142,382-98.9% |
| Participation rate | 36.4% | 82.7%-46.3pp | 81.5%-45.1pp | 80.1%-43.8pp |
| Annual return | 22.71% | 36.93%-14.2pp | 36.82%-14.1pp | 217.08%-194.4pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $275 | $8,297-96.7% | $7,994-96.6% | $6,507-95.8% |
| Admin fee / account holder | $109 | $11,446-99.0% | $11,185-99.0% | $12,624-99.1% |