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 8-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 | $3,317 | $39,162-91.5% | $100,671-96.7% | $59,632-94.4% |
| Participation rate | 44.3% | 55.9%-11.6pp | 70.7%-26.5pp | 68.7%-24.4pp |
| Annual return | -0.09% | 21.07%-21.2pp | 20.43%-20.5pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $151 | $1,992-92.4% | $3,144-95.2% | $3,192-95.3% |
| Admin fee / account holder | $71 | $2,969-97.6% | $4,850-98.5% | $4,297-98.4% |