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 | $1,991 | $61,774-96.8% | $97,226-98.0% | $80,856-97.5% |
| Participation rate | 11.8% | 63.5%-51.7pp | 72.7%-60.9pp | 67.6%-55.9pp |
| Annual return | 16.49% | -557.90%+574.4pp | 75.13%-58.6pp | 35.59%-19.1pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $71 | $3,029-97.7% | $4,264-98.3% | $4,296-98.4% |
| Admin fee / account holder | $8 | $5,166-99.9% | $5,654-99.9% | $6,918-99.9% |