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 | $1,246 | $94,338-98.7% | $100,534-98.8% | $142,382-99.1% |
| Participation rate | 42.9% | 81.7%-38.9pp | 80.6%-37.8pp | 80.1%-37.3pp |
| Annual return | 22.20% | 29.20%-7.0pp | 32.66%-10.5pp | 217.08%-194.9pp |
| Employer contribution / active EE | $0 | $4,237-100.0% | $4,346-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $240 | $5,934-96.0% | $6,144-96.1% | $6,507-96.3% |
| Admin fee / account holder | $4 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |