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 | $7,422 | $70,669-89.5% | $169,368-95.6% | $75,163-90.1% |
| Participation rate | 11.9% | 64.8%-52.9pp | 77.1%-65.2pp | 67.2%-55.3pp |
| Annual return | 0.00% | 36.36%-36.4pp | 405.60%-405.6pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $58 | $4,311-98.7% | $6,221-99.1% | $4,125-98.6% |
| Admin fee / account holder | $88 | $5,402-98.4% | $9,003-99.0% | $5,651-98.4% |