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 | $3,035 | $46,360-93.5% | $147,614-97.9% | $52,331-94.2% |
| Participation rate | 16.3% | 64.9%-48.6pp | 84.6%-68.3pp | 68.1%-51.8pp |
| Annual return | 0.00% | 1.62%-1.6pp | 61.98%-62.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $108 | $2,258-95.2% | $4,895-97.8% | $3,022-96.4% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |