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 7-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 | $681 | $96,484-99.3% | $75,886-99.1% | $152,861-99.6% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.3%-29.3pp | 82.4%-42.4pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $262 | $4,553-94.2% | $3,603-92.7% | $5,850-95.5% |
| Admin fee / account holder | $5 | $8,078-99.9% | $5,418-99.9% | $11,596-100.0% |