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 6-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 | $5,213 | $26,549-80.4% | $61,373-91.5% | $66,914-92.2% |
| Participation rate | 13.0% | 38.1%-25.1pp | 52.6%-39.6pp | 69.8%-56.8pp |
| Annual return | -17.38% | -16.21%-1.2pp | 338.61%-356.0pp | 1.58%-19.0pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $153 | $1,338-88.5% | $2,125-92.8% | $4,237-96.4% |
| Admin fee / account holder | $241 | $409-41.1% | $2,130-88.7% | $593-59.4% |