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 | $3,025 | $78,926-96.2% | $136,749-97.8% | $84,808-96.4% |
| Participation rate | 8.0% | 62.2%-54.2pp | 72.1%-64.1pp | 68.3%-60.3pp |
| Annual return | 26.66% | 18.17%+8.5pp | 24.33%+2.3pp | 40.90%-14.2pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $82 | $3,168-97.4% | $4,692-98.3% | $4,212-98.1% |
| Admin fee / account holder | $10 | $6,369-99.9% | $11,386-99.9% | $7,344-99.9% |