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 | $4,969 | $44,850-88.9% | $60,547-91.8% | $59,632-91.7% |
| Participation rate | 60.6% | 59.5%+1.1pp | 68.0%-7.4pp | 68.7%-8.1pp |
| Annual return | -2.27% | 1074.14%-1076.4pp | 335.64%-337.9pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $533 | $1,462-63.5% | $2,419-78.0% | $2,203-75.8% |
| Participant deferral / active EE | $679 | $2,230-69.5% | $3,328-79.6% | $3,192-78.7% |
| Admin fee / account holder | $40 | $3,635-98.9% | $4,536-99.1% | $4,297-99.1% |