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 | $6,314 | $81,248-92.2% | $155,509-95.9% | $80,856-92.2% |
| Participation rate | 20.7% | 66.2%-45.6pp | 78.2%-57.5pp | 67.6%-47.0pp |
| Annual return | 18.11% | 33.31%-15.2pp | 64.67%-46.6pp | 35.59%-17.5pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $895 | $3,452-74.1% | $5,626-84.1% | $4,296-79.2% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |