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 | $2,017 | $106,543-98.1% | $91,220-97.8% | $134,475-98.5% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -8.91% | 160.60%-169.5pp | 114.01%-122.9pp | 417.96%-426.9pp |
| Employer contribution / active EE | $784 | $3,331-76.5% | $2,850-72.5% | $4,740-83.5% |
| Participant deferral / active EE | $635 | $4,719-86.5% | $4,234-85.0% | $6,400-90.1% |
| Admin fee / account holder | $100 | $6,231-98.4% | $5,420-98.2% | $11,426-99.1% |