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 5-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 | $2,219 | $167,484-98.7% | $151,611-98.5% | $134,475-98.4% |
| Participation rate | 37.5% | 88.4%-50.9pp | 87.5%-50.0pp | 81.2%-43.7pp |
| Annual return | -19.29% | 7.80%-27.1pp | 3.33%-22.6pp | 417.96%-437.3pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $310 | $8,986-96.5% | $8,363-96.3% | $6,400-95.2% |
| Admin fee / account holder | $9 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |