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 | $5,028 | $84,527-94.1% | $67,711-92.6% | $125,391-96.0% |
| Participation rate | 60.9% | 74.8%-13.9pp | 67.5%-6.7pp | 83.2%-22.3pp |
| Annual return | -0.68% | 2.57%-3.2pp | 25.41%-26.1pp | 282.22%-282.9pp |
| Employer contribution / active EE | $330 | $3,292-90.0% | $2,559-87.1% | $4,866-93.2% |
| Participant deferral / active EE | $533 | $4,429-88.0% | $3,585-85.1% | $5,352-90.0% |
| Admin fee / account holder | $1 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |