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 | $371 | $106,749-99.7% | $145,433-99.7% | $82,448-99.5% |
| Participation rate | 14.5% | 75.6%-61.2pp | 82.1%-67.7pp | 68.1%-53.6pp |
| Annual return | 18.50% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $27 | $6,519-99.6% | $7,897-99.7% | $4,139-99.3% |
| Admin fee / account holder | $162 | $8,390-98.1% | $13,129-98.8% | $7,234-97.8% |