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 | $7,180 | $79,944-91.0% | $98,439-92.7% | $75,163-90.4% |
| Participation rate | 11.6% | 70.4%-58.7pp | 75.2%-63.5pp | 67.2%-55.6pp |
| Annual return | 29.56% | 19.75%+9.8pp | 21.16%+8.4pp | 160.62%-131.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $818 | $3,752-78.2% | $4,738-82.7% | $4,125-80.2% |
| Admin fee / account holder | $82 | $6,840-98.8% | $8,948-99.1% | $5,651-98.5% |