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 | $285 | $57,016-99.5% | $84,966-99.7% | $80,856-99.6% |
| Participation rate | 18.7% | 56.3%-37.7pp | 67.5%-48.8pp | 67.6%-49.0pp |
| Annual return | 12.07% | 21.66%-9.6pp | 66.38%-54.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3 | $3,110-99.9% | $4,519-99.9% | $4,296-99.9% |
| Admin fee / account holder | $0 | $4,980-100.0% | $6,149-100.0% | $6,918-100.0% |