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 3-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 | $5,520 | $91,538-94.0% | $129,995-95.8% | $75,163-92.7% |
| Participation rate | 60.7% | 71.4%-10.7pp | 78.5%-17.8pp | 67.2%-6.5pp |
| Annual return | 17.74% | -631.11%+648.8pp | -137.18%+154.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,542 | $2,845-45.8% | $4,320-64.3% | $2,670-42.2% |
| Participant deferral / active EE | $1,461 | $4,341-66.3% | $5,820-74.9% | $4,125-64.6% |
| Admin fee / account holder | $68 | $6,790-99.0% | $10,614-99.4% | $5,651-98.8% |