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 10-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 | $7,796 | $91,538-91.5% | $129,995-94.0% | $75,163-89.6% |
| Participation rate | 12.8% | 71.4%-58.6pp | 78.5%-65.7pp | 67.2%-54.4pp |
| Annual return | 16.95% | -631.11%+648.1pp | -137.18%+154.1pp | 160.62%-143.7pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $510 | $4,341-88.3% | $5,820-91.2% | $4,125-87.6% |
| Admin fee / account holder | $51 | $6,790-99.3% | $10,614-99.5% | $5,651-99.1% |