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 | $3,980 | $73,867-94.6% | $143,757-97.2% | $68,494-94.2% |
| Participation rate | 38.3% | 66.7%-28.4pp | 80.3%-42.0pp | 67.9%-29.6pp |
| Annual return | -14.03% | 1.01%-15.0pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $344 | $3,384-89.8% | $5,637-93.9% | $4,027-91.5% |
| Admin fee / account holder | $225 | $5,755-96.1% | $14,673-98.5% | $5,403-95.8% |