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 | $2,787 | $61,660-95.5% | $80,019-96.5% | $64,186-95.7% |
| Participation rate | 12.1% | 71.7%-59.6pp | 75.8%-63.7pp | 69.6%-57.4pp |
| Annual return | 0.00% | -0.33%+0.3pp | 11.22%-11.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $365 | $2,968-87.7% | $3,686-90.1% | $3,470-89.5% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,888-100.0% |