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 4-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 | $3,614 | $53,822-93.3% | $75,696-95.2% | $85,850-95.8% |
| Participation rate | 4.0% | 69.1%-65.1pp | 74.8%-70.8pp | 69.3%-65.3pp |
| Annual return | 0.00% | 24.54%-24.5pp | 104.53%-104.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $205 | $2,895-92.9% | $3,821-94.6% | $3,952-94.8% |
| Admin fee / account holder | $50 | $3,343-98.5% | $3,619-98.6% | $6,260-99.2% |