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 9-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 | $3,814 | $82,286-95.4% | $68,791-94.5% | $134,475-97.2% |
| Participation rate | 15.8% | 75.1%-59.3pp | 69.0%-53.2pp | 81.2%-65.4pp |
| Annual return | -18.92% | -2.19%-16.7pp | -6.38%-12.5pp | 417.96%-436.9pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $262 | $4,739-94.5% | $3,941-93.3% | $6,400-95.9% |
| Admin fee / account holder | $177 | $6,481-97.3% | $4,932-96.4% | $11,426-98.5% |