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 | $1,221 | $116,167-98.9% | $64,489-98.1% | $137,256-99.1% |
| Participation rate | 66.7% | 68.2%-1.5pp | 67.7%-1.0pp | 80.0%-13.3pp |
| Annual return | 17.10% | 36.55%-19.4pp | 55.03%-37.9pp | 220.34%-203.2pp |
| Employer contribution / active EE | $34 | $2,483-98.6% | $1,523-97.7% | $4,156-99.2% |
| Participant deferral / active EE | $207 | $4,215-95.1% | $2,778-92.5% | $6,407-96.8% |
| Admin fee / account holder | $123 | $6,188-98.0% | $4,260-97.1% | $12,270-99.0% |