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 4-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 | $4,450 | $133,958-96.7% | $112,228-96.0% | $134,475-96.7% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -19.10% | 47.11%-66.2pp | 27.45%-46.6pp | 417.96%-437.1pp |
| Employer contribution / active EE | $887 | $4,038-78.0% | $3,635-75.6% | $4,740-81.3% |
| Participant deferral / active EE | $887 | $5,291-83.2% | $4,728-81.2% | $6,400-86.1% |
| Admin fee / account holder | $35 | $7,489-99.5% | $6,410-99.5% | $11,426-99.7% |