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 4-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 | $5,086 | $73,867-93.1% | $143,757-96.5% | $68,494-92.6% |
| Participation rate | 44.4% | 66.7%-22.2pp | 80.3%-35.9pp | 67.9%-23.4pp |
| Annual return | -16.70% | 1.01%-17.7pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $607 | $3,184-80.9% | $4,951-87.7% | $2,596-76.6% |
| Participant deferral / active EE | $605 | $3,384-82.1% | $5,637-89.3% | $4,027-85.0% |
| Admin fee / account holder | $7 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |