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 7-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 | $4,685 | $54,350-91.4% | $82,719-94.3% | $68,494-93.2% |
| Participation rate | 63.4% | 63.9%-0.5pp | 72.6%-9.1pp | 67.9%-4.5pp |
| Annual return | -16.18% | -13.67%-2.5pp | 701.18%-717.4pp | -7.84%-8.3pp |
| Employer contribution / active EE | $459 | $2,218-79.3% | $3,009-84.7% | $2,596-82.3% |
| Participant deferral / active EE | $849 | $3,246-73.8% | $4,395-80.7% | $4,027-78.9% |
| Admin fee / account holder | $103 | $4,395-97.7% | $5,329-98.1% | $5,403-98.1% |