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 | $77,896-96.1% | $134,172-97.7% | $82,448-96.3% |
| Participation rate | 8.0% | 62.8%-54.8pp | 72.5%-64.5pp | 68.1%-60.1pp |
| Annual return | 26.66% | 18.21%+8.4pp | 25.30%+1.4pp | 41.64%-15.0pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $82 | $3,162-97.4% | $4,690-98.3% | $4,139-98.0% |
| Admin fee / account holder | $10 | $6,336-99.9% | $12,016-99.9% | $7,234-99.9% |