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 6-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 | $9,188 | $69,763-86.8% | $67,502-86.4% | $74,495-87.7% |
| Participation rate | 20.7% | 71.4%-50.6pp | 72.9%-52.2pp | 67.2%-46.5pp |
| Annual return | 16.40% | -40.34%+56.7pp | 3512.12%-3495.7pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $419 | $3,636-88.5% | $4,000-89.5% | $4,346-90.4% |
| Admin fee / account holder | $218 | $896-75.6% | $3,998-94.5% | $1,942-88.8% |