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 8-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 | $6,744 | $54,350-87.6% | $82,719-91.8% | $68,494-90.2% |
| Participation rate | 51.6% | 63.9%-12.3pp | 72.6%-20.9pp | 67.9%-16.3pp |
| Annual return | -9.96% | -13.67%+3.7pp | 701.18%-711.1pp | -7.84%-2.1pp |
| Employer contribution / active EE | $456 | $2,218-79.4% | $3,009-84.9% | $2,596-82.4% |
| Participant deferral / active EE | $668 | $3,246-79.4% | $4,395-84.8% | $4,027-83.4% |
| Admin fee / account holder | $77 | $4,395-98.3% | $5,329-98.6% | $5,403-98.6% |