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 | $6,270 | $110,094-94.3% | $151,611-95.9% | $68,494-90.8% |
| Participation rate | 3.2% | 84.0%-80.7pp | 87.5%-84.3pp | 67.9%-64.7pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.33%-3.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $200 | $6,527-96.9% | $8,363-97.6% | $4,027-95.0% |
| Admin fee / account holder | $6 | $7,719-99.9% | $11,616-99.9% | $5,403-99.9% |