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 | $12,257 | $82,664-85.2% | $125,339-90.2% | $68,494-82.1% |
| Participation rate | 11.0% | 75.0%-64.1pp | 82.4%-71.4pp | 67.9%-56.9pp |
| Annual return | -10.72% | -5.97%-4.8pp | 572.05%-582.8pp | -7.84%-2.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $634 | $6,110-89.6% | $7,446-91.5% | $4,027-84.2% |
| Admin fee / account holder | $256 | $6,275-95.9% | $10,010-97.4% | $5,403-95.3% |