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 | $1,431 | $67,411-97.9% | $91,001-98.4% | $70,131-98.0% |
| Participation rate | 30.8% | 71.4%-40.6pp | 75.6%-44.8pp | 69.5%-38.8pp |
| Annual return | 61.93% | -40.16%+102.1pp | 4.60%+57.3pp | 73.14%-11.2pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $542 | $2,823-80.8% | $3,547-84.7% | $3,332-83.7% |
| Admin fee / account holder | $183 | $4,236-95.7% | $5,417-96.6% | $4,645-96.1% |