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 | $7,101 | $48,265-85.3% | $68,791-89.7% | $68,494-89.6% |
| Participation rate | 28.9% | 60.7%-31.7pp | 69.0%-40.1pp | 67.9%-38.9pp |
| Annual return | 118.77% | -12.71%+131.5pp | -6.38%+125.2pp | -7.84%+126.6pp |
| Employer contribution / active EE | $450 | $1,829-75.4% | $2,655-83.1% | $2,596-82.7% |
| Participant deferral / active EE | $681 | $2,867-76.3% | $3,941-82.7% | $4,027-83.1% |
| Admin fee / account holder | $18 | $4,355-99.6% | $4,932-99.6% | $5,403-99.7% |