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 | $6,584 | $95,453-93.1% | $112,040-94.1% | $82,448-92.0% |
| Participation rate | 62.1% | 72.8%-10.7pp | 76.5%-14.4pp | 68.1%-6.0pp |
| Annual return | 18.64% | 23.92%-5.3pp | 24.52%-5.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,611 | $4,224-61.9% | $5,098-68.4% | $4,139-61.1% |
| Admin fee / account holder | $263 | $9,013-97.1% | $12,098-97.8% | $7,234-96.4% |