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 | $10,982 | $45,152-75.7% | $73,843-85.1% | $59,632-81.6% |
| Participation rate | 33.3% | 64.0%-30.7pp | 73.4%-40.1pp | 68.7%-35.3pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2267.84%-2267.8pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $216 | $2,574-91.6% | $3,583-94.0% | $3,192-93.2% |
| Admin fee / account holder | $48 | $3,516-98.6% | $4,880-99.0% | $4,297-98.9% |