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 | $4,807 | $127,100-96.2% | $105,738-95.5% | $135,375-96.4% |
| Participation rate | 61.5% | 82.7%-21.2pp | 76.3%-14.8pp | 82.6%-21.1pp |
| Annual return | -8.24% | 4.49%-12.7pp | 6.27%-14.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $620 | $5,064-87.8% | $4,080-84.8% | $5,609-88.9% |
| Admin fee / account holder | $110 | $9,087-98.8% | $6,913-98.4% | $10,827-99.0% |