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 4-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 | $25,431 | $59,263-57.1% | $96,562-73.7% | $79,386-68.0% |
| Participation rate | 13.2% | 61.9%-48.7pp | 69.8%-56.7pp | 70.7%-57.5pp |
| Annual return | 0.00% | 27.07%-27.1pp | 37.78%-37.8pp | 116.85%-116.9pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $617 | $2,948-79.1% | $3,849-84.0% | $4,046-84.7% |
| Admin fee / account holder | $0 | $658-100.0% | $6,181-100.0% | $626-100.0% |