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 | $17,253 | $56,199-69.3% | $67,652-74.5% | $59,632-71.1% |
| Participation rate | 39.7% | 71.5%-31.8pp | 75.7%-36.0pp | 68.7%-29.0pp |
| Annual return | -1.80% | 18505.31%-18507.1pp | 6625.04%-6626.8pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $888 | $2,844-68.8% | $3,560-75.0% | $3,192-72.2% |
| Admin fee / account holder | $215 | $3,958-94.6% | $4,821-95.5% | $4,297-95.0% |