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 5-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 | $4,338 | $71,883-94.0% | $86,677-95.0% | $68,494-93.7% |
| Participation rate | 55.4% | 72.2%-16.9pp | 76.6%-21.2pp | 67.9%-12.5pp |
| Annual return | 409.67% | 3.52%+406.1pp | 35.91%+373.8pp | -7.84%+417.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,121 | $3,779-70.3% | $4,656-75.9% | $4,027-72.2% |
| Admin fee / account holder | $99 | $6,112-98.4% | $7,493-98.7% | $5,403-98.2% |