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 10-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 | $4,885 | $52,681-90.7% | $75,781-93.6% | $59,632-91.8% |
| Participation rate | 11.8% | 67.2%-55.4pp | 75.8%-64.0pp | 68.7%-56.8pp |
| Annual return | -2.96% | 2.95%-5.9pp | 9.68%-12.6pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $392 | $2,591-84.9% | $3,651-89.3% | $3,192-87.7% |
| Admin fee / account holder | $49 | $3,610-98.6% | $5,299-99.1% | $4,297-98.9% |