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 | $7,979 | $45,031-82.3% | $85,009-90.6% | $77,671-89.7% |
| Participation rate | 10.6% | 48.7%-38.1pp | 67.5%-56.9pp | 70.6%-60.0pp |
| Annual return | 15.12% | 79.22%-64.1pp | 66.47%-51.3pp | 31.21%-16.1pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,728-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $106 | $2,807-96.2% | $4,522-97.7% | $4,648-97.7% |
| Admin fee / account holder | $55 | $912-93.9% | $6,153-99.1% | $430-87.2% |