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 6-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 | $4,476 | $92,703-95.2% | $82,719-94.6% | $134,475-96.7% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | -10.11% | 944.92%-955.0pp | 701.18%-711.3pp | 417.96%-428.1pp |
| Employer contribution / active EE | $541 | $3,274-83.5% | $3,009-82.0% | $4,740-88.6% |
| Participant deferral / active EE | $884 | $4,802-81.6% | $4,395-79.9% | $6,400-86.2% |
| Admin fee / account holder | $155 | $5,983-97.4% | $5,329-97.1% | $11,426-98.6% |